SourcingSourcing

ANTONETTI CAPITAL MANAGEMENT, LLC

B53
CRD 156551·SEC 801-112669·NAPLES, FL
AUM
$129.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$388K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANTONETTI CAPITAL MANAGEMENT, LLC
CRD
156551
SEC file #
801-112669
EIN
271591152
DBA names
—

Economics

AUM
$129.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$99.4M → $129.4M▲ +30%
Client mix
Individuals Other103
Individuals High Net Worth34
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
facebook.com(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAT ANTONETTI, JR. REVOCABLE LIVING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
PAT ANTONETTI, JR. REVOCABLE LIVING
ANTONETTI, PASQUALE, (NMN)
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:antonetti.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001568859
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2013-02-19
Edgar Last Filing Date
2024-08-15
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2023-11-09
Accession0001420506-23-001963

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
3200 BAILEY LANESUITE 155NAPLES, FL 34105
Business
3200 BAILEY LANESUITE 155NAPLES, FL 34105
Edgar EIN
271591152
Edgar Recent Filings
N-PX2024-08-15 · 0001420506-24-001593
13F-HR2023-11-09 · 0001420506-23-001963
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
ANTONETTI, PASQUALE, (NMN)
IAR · Executive Officer · 2.5%
2338442
ROBERT WARD JOHNSTON
IAR
844376