Antonetti Capital Management LLC

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Antonetti Capital Management LLC
CRD #156551
SEC #801-112669
CIK #0001568859
AUM 129.4 M (2026-02-23)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone239-403-0218
Address3200 Bailey Lane
Naples, FL 34105
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
16012896643202010201520212027
Fees and Compensation — Form ADV Part 2A (2/23/2026) [Brochure]
Item 5 Fees and Compensation
Please refer to the "Advisory Business" section in this brochure for information on our advisory
fees and refund policy according to the services we offer.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest,
in mutual funds and exchange traded funds. The fees that you pay to our firm for investment
advisory services are separate and distinct from the fees and expenses charged by mutual funds
or exchange traded funds (described in each fund's prospectus) to their shareholders. These fees
will generally include a management fee and other fund expenses. You will also incur transaction
charges and/or brokerage fees when purchasing or selling securities. These charges and fees are
typically imposed by the broker-dealer or custodian through whom your account transactions are
executed. We do not share in any portion of the brokerage fees/transaction charges imposed by
the broker-dealer or custodian. When suitable, we will recommend no load mutual funds to clients.
To fully understand the total cost you will incur, you should review all the fees charged by mutual
funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
please refer to the "Brokerage Practices" section of this brochure.
Account Minimums and Types of Clients — Form ADV Part 2A (2/23/2026) [Brochure]
Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit-sharing plans, trusts,
estates, charitable organizations, corporations, and other business entities.

In general, we require a minimum of $100,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if
you appear to have significant potential for increasing your assets under our management. We
may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.
Sector Form 13F Holdings Value ($M)
United Parcel Service Inc 3.5
Apple Inc 3.3
SPDR Gold Trust 1.1
Odyssey Marine Exploration Inc 1.0
Sprott Physical Gold Trust 1.0
Compugen Ltd 0.7
AbbVie Inc 0.7
Lilly Eli & Co 0.6
Wheaton Precious Metals Corp 0.5
Devon Energy Corp/DE 0.5
View All
Holdings by Sector ($M)
13010478522602008201320182024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 103 33.2
(b) Individuals (high net worth individuals) 34 92.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 1.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 2.0
(n) Other 0 0.0
Total 330 129.4
By Discretionary
Discretionary 308 124.2
Non-Discretionary 22 5.1
Total 330 129.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 129.4
Total 330 129.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001568859]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
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