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AMUNI FINANCIAL, INC.
CRD 8365File 801-120481
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$194.6M
Below cohort median (national)
Discretionary AUM
$35.8M
Non-discretionary $158.8M
Clients
283
454 accounts
Employees
21
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 11, 2021
- Principal office
- 720 SECOND AVE S, ST PETERSBURG, FL, 33701
- Phone
- 727-825-0522
- Website
- HTTP://WWW.AMUNI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.6M
- Discretionary AUM
- $35.8M
- Non-discretionary AUM
- $158.8M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 405
- Total accounts
- 454
- AUM per client
- $688K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $839K |
| High net worth individuals | 60 | $104.0M |
| Individuals (other than high net worth individuals) | 223 | $89.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 252 | 283 | increased by31 |
| Apr 1, 2026 | AUM | $159,700,000 | $194,623,000 | increased by$34,923,000 |
| Apr 1, 2026 | Accounts | 274 | 454 | increased by180 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 21 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 215 | 252 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $137,753,659 | $159,700,000 | increased by$21,946,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 215 | 274 | increased by59 |
| Apr 1, 2022 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2022 | Clients | 178 | 215 | increased by37 |
| Apr 1, 2022 | AUM | $108,228,287 | $137,753,659 | increased by$29,525,372 |
| Apr 1, 2022 | Accounts | 178 | 215 | increased by37 |
| Sep 1, 2021 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMUNI FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMUNI FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.