ANTONELLI FINANCIAL ADVISORS, LLC

Overview

Antonelli Financial Advisors, LLC is an independent, SEC-registered registered investment adviser that acts as a capital allocator for individual, family and small institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when specialized expertise is required. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Investment activity centers on equity exposure delivered through exchange‑traded instruments and separately managed accounts, with a willingness to deploy third‑party alternative managers where those strategies add diversification or income. Antonelli Financial Advisors is not positioned as an active ESG investor. The adviser reports discretionary management across its client base and indicates a preference for equity-oriented allocations while using outside managers for niche or illiquid strategies.

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Public Holdings

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Location & Offices