The Spinelli Group LLC

Overview

The Spinelli Group LLC is a small, independent registered investment adviser that serves individuals and families with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership model and charges clients through a mix of percentage-of-AUM, hourly, and fixed fees. Its filings indicate a clear tilt toward equities, with non-exchange traded equity positions forming the largest portion of its managed assets. With just 11 clients and a compact asset base, the firm appears to run concentrated, bespoke relationships rather than a scaled institutional platform. Advisory activity centers on planning and personalized portfolio construction rather than institutional consulting or multi-state wealth management programs. The Spinelli Group LLC is not identified as an active ESG investor and does not list pension consulting or family office services in its disclosed activities.

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Location & Offices