# AGNELLO FINANCIAL GROUP, INC.

AGNELLO FINANCIAL GROUP, INC. of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141522
- Type: SEC-registered investment adviser
- SEC file number: 801-109967
- Location: 712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL, 33401-4015
- Phone: 561-833-7080
- Latest filing: 2026-02-17
- Regulatory AUM: $378.6M
- Non-discretionary AUM: $378.6M
- Clients: 4
- Accounts: 465

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Henry Agnello | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Milissa Lyne Agnello | SECRETARY/TREASURER | — |
| AGNELLO MICHAEL HENRY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| AGNELLO MILISSA LYNE | SECRETARY/TREASURER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-12-31 | regulatory | AGNELLO FINANCIAL GROUP, INC. FAILED TO COMPLY WITH THE CUSTODY REQUIREMENTS FOR INVESTMENT ADVISORS. | Final | $30K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141522/similar
- Related entities: https://search.stillhousedata.com/firm/141522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141522

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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.