SourcingSourcing

ANTONELLI FINANCIAL ADVISORS, LLC

C48
CRD 286452·SEC 801-129831·GROSSE POINTE, MI
AUM
$229.1M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$687K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANTONELLI FINANCIAL ADVISORS, LLC
CRD
286452
SEC file #
801-129831
EIN
814562288
DBA names
—

Economics

AUM
$229.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$193.0M → $229.1M▲ +19%
Client mix
Individuals Other131
Individuals High Net Worth58
Charitable Organizations2
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
GROSSE POINTE MI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
linkedin.com/company/antonelli-financial-advisors(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTONELLI, SUZANNE, MARIE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ANTONELLI, SUZANNE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:antonelli.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
6,169
Form 5500 Compensation Trajectory 3y
20256,169
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
6,169
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002055364
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002055364-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4713
Soi Zip Pct 200k Plus
0.2456
Soi Zip Returns 200k Plus
2100
Soi Zip Total AGI
1,585,819
Fdic Zip Total Deposits
19,417,709,000
Fdic Zip Branch Count
156
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Comerica Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
16824 KERCHEVAL PLACESUITE 202GROSSE POINTE, MI 48230
Business
16824 KERCHEVAL PLACESUITE 202GROSSE POINTE, MI 48230
Edgar EIN
814562288
Edgar Recent Filings
13F-HR2026-04-28 · 0002055364-26-000004
13F-HR2026-01-27 · 0002055364-26-000002
Fdic Zip Branches Raw
First Federal of MichiganGrosse Pointe, MI
Comerica BankGrosse Pointe, MI
Fdic Zip HHI
2024.54
Fdic Zip Top Bank Share Pct
37.28
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,756
Returns1,990
Stub 2
AGI38,046
Returns1,020
Stub 3
AGI51,385
Returns830
Soi Zip Total Business Income
51,963
Soi Zip Total Cap Gains
155,714
Soi Zip Total Dividends
60,258
Soi Zip Total Returns
8,550
Top Owner CRD
1635340
Trust Company Affiliate
No

People (3)

3
ANTONELLI, SUZANNE, MARIE
IAR · Direct Owner · 87.5%
1635340
Chelsei June Latsch
IAR
7090874
MELISSA ALICE FRADENBURG
IAR
4389480