Antonetti Capital Management, LLC

Overview

Antonetti Capital Management, LLC is an independent registered investment adviser that combines portfolio management and financial planning for individuals, families and select institutional clients. The firm describes itself as a capital allocator, meaning it builds portfolios using both internal strategies and third‑party managers rather than relying solely on in‑house proprietary products. Its advisory work centers on discretionary portfolio management for individuals and small businesses alongside fee arrangements that include AUM‑based fees, hourly charges and fixed fees. Investment activity shows a noticeable tilt toward public funds and fixed‑income ETFs. The firm is not an active ESG investor, and its filings classify it as a single‑state adviser even though it maintains a multi‑office footprint. Antonetti Capital tends to construct diversified portfolios that blend mutual funds and ETFs for core exposure, supplemented by targeted allocations to corporate debt and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices