SourcingSourcing

AMUNI FINANCIAL, INC.

C28
CRD 8365·SEC 801-120481·ST PETERSBURG, FL
AUM
$194.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$584K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMUNI FINANCIAL, INC.
CRD
8365
SEC file #
801-120481
EIN
—
DBA names
—

Economics

AUM
$194.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.2M → $194.6M▲ +80%
Client mix
Individuals Other223
Individuals High Net Worth60

Operations

Employees (total)
21
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'22'26
10 advisors → 12 advisors▲ +20%
Primary office
ST PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
facebook.com/amunifinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PETAGNA, MICHAEL COOPER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PETAGNA, MICHAEL COOPER
ABELMAN, JARED B
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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:amuni.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3757
Soi Zip Pct 200k Plus
0.1874
Soi Zip Returns 200k Plus
1990
Soi Zip Total AGI
2,386,936
Fdic Zip Total Deposits
64,962,693,000
Fdic Zip Branch Count
463
Fdic Zip Top Banks
Bank of America, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
21
Bc Firm Active IA Count
12
Bc Firm IAR Count
21
Custodian Candidates
Full
Wells Fargo7
E*trade4
Fdic Zip Branches Raw
Sun Bank of Tampa BaySt. Petersburg, FL
NationsBank of Florida, N.A.St. Petersburg, FL
Fdic Zip HHI
1348.97
Fdic Zip Top Bank Share Pct
32.7
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,470
Returns2,270
Stub 2
AGI71,143
Returns1,920
Stub 3
AGI91,013
Returns1,480
Soi Zip Total Business Income
65,142
Soi Zip Total Cap Gains
661,960
Soi Zip Total Dividends
130,597
Soi Zip Total Returns
10,620
Top Owner CRD
5756933
Trust Company Affiliate
No

People (22)

22
PETAGNA, MICHAEL COOPER
IAR · Direct Owner · 62.5%
5756933
ABELMAN, JARED B
IAR · Direct Owner · 17.5%
5161601
DONOHUE, MARK KEVIN
IAR · Direct Owner · 7.5%
856777
STEPHEN CHARLES ABELMAN
Direct Owner · 7.5%
502868
KNIGHTON, EMILY RUTH
IAR · Executive Officer · 2.5%
6265657
WADE EVAN HENRIQUEZ
IAR
6246700
JAY WILLIAM LAKE
IAR
1602112
STEFAN JANSSON ERICKSON
IAR
4204960
DAVID MICHAEL POLKINGHORN
IAR
6030738
ALAN EDWARD MARSH
IAR
6051849
RICHARD LUCIAN GIFFIN
IAR
1926905
JONATHAN ANDREW GRIFFITH
IAR
5882975
RYAN DEAN COX
IAR
5935330
CHRISTOPHER ERIC TAYLOR
IAR
6686323
JONATHAN KENT BAILEY
IAR
6294992
JOHN VINES SATTERFIELD
IAR
1406683
LARRY JAY FURRER
IAR
717583
BONITA CAMERON SPRINGER
IAR
1324328
ROBERT EDWARD HOUSE
IAR
1529637
Philip David Efird
IAR
1497072
Lana Noel Tawes
IAR
5225531
Jack Clements Crawford
IAR
7385438