# ANNAPOLIS FINANCIAL SERVICES, LLC

ANNAPOLIS FINANCIAL SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 123095
- Type: SEC-registered investment adviser
- SEC file number: 801-95167
- Location: 582 BELLERIVE ROAD, 4D, ANNAPOLIS, MD, 21409
- Phone: 410-626-8198
- Latest filing: 2024-07-22
- Regulatory AUM: $399.2M
- Discretionary AUM: $399.2M
- Clients: 8
- Accounts: 688

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| HUFNELL WILLIAM JAMES | CEO; MANAGING DIRECTOR, CFO; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+4 more) | — |
| ANDERSON KIMBERLY | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Hufnell William Joseph | ADVISOR; ASSOCIATE ADVISOR; MEMBER | — |
| DIPPEL LYN ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| KANTOWSKI JAMES SCOTT | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123095/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123095/similar
- Related entities: https://search.stillhousedata.com/firm/123095/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123095

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.