Antonetti Capital Management, Llc
- Regulatory AUM
- $129M
- Discretionary
- $124M
- Clients
- 141
- Avg AUM / client
- $917K
- Accounts
- 330
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 103 | $33.2M | 25.7% |
| High net worth individuals | 34 | $92.7M | 71.7% |
| Pension and profit sharing plans | 2 | $1.5M | 1.14% |
| Corporations and other businesses | 2 | $2.0M | 1.55% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pasquale (Nmn) Antonetti | Manager/Chief Compliance Officer | Jun 2000 (26y) | ≈ 56.25% – 100% via Pat Antonetti, Jr. Revocable Living Trust | |
| Robert Ward Johnston | Registered representative | Nov 2014 (12y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pat Antonetti, Jr. Revocable Living Trust | Managing Member | Feb 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pasquale (Nmn) Antonetti: 75% – 100% of Pat Antonetti, Jr. Revocable Living Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $81.3M (63% of AUM) Feb 2026
- Fidelity Brokerage Services $48.1M (37% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗