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Amuni Financial, Inc.

Amuni Financial, Inc.. CRD 8365

Amuni Financial, Inc. logo

CRD: 8365

Amuni Financial, Inc.

St. Petersburg, FL, 33701
7278250522
www.amuni.com
$194.6M Total AUM
$35.8M Disc. AUM
20.1% 3Y CAGR
21 Employees
283 ADV. Clients
45 yrs Firm Age

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Firm Details

Custodian
First Clearing · US Bank · Wells Fargo
Clients
Retail and Institutional
Platforms
LegacyFoundation +more
Established Date
12-04-1980
Office Locations
2

Office Locations

1501 N University AVE Suite 330 Little Rock AR
720 Second AVE S ST Petersburg FL

About Amuni Financial, Inc.

Amuni Financial is a St. Petersburg, FL advisory firm founded in 1980, providing team-based financial and investment planning. The firm takes a conservative, balanced approach to managing risk and supporting long-term wellness and legacy goals, often centered on retirement planning. Portfolios commonly use public funds, ETFs, and fixed income with an emphasis on thoughtful allocation.

Team overview

50 AVG AGE
$16.2M AVG AUM / ADVISOR
$687.7K AVG AUM / CLIENT
14.8 yrs AVG TENURE
21 Employees
12 Advisory Reps
12 RIA Reps
45yrs Firm Age

Insights

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Asset Classes

Momentum beacon Element Glacier horizon Ridge foundation

Client Personas

Vertex timber

Custodian

Summit delta

Investment Themes

Fusion Crest

Investment Vehicles

Beacon focus Timber

Services

Focus focus Prime Meridian Momentum element Oak timber Ember

Technology

Pioneer Unison frontier Beacon delta Value radial Bridge

Owner & Executives

M

MICHAEL COOPER PETAGNA

Chief Compliance Officer, President

CRD
#5756933
Ownership
50% but less than 75%
(242) 568-6317
capital.summit@pioneercapital.com
in linkedin.com/in/peak-glacier
J

JARED B ABELMAN

Senior Vice President

CRD
#5161601
Ownership
10% but less than 25%
(836) 738-4081
foundation.focus@quantumcapital.com
in linkedin.com/in/bridge-prime
R

Radial glacier

Insight atlas

CRD
#10052
Ownership
26.6%
(385) 862-4976
north.horizon@bridgecapital.com
in linkedin.com/in/optima-ember

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Contacts

JONATHAN KENT BAILEY

JONATHAN KENT BAILEY

Broker

CRD
#6294992
(935) 596-2135
frontier.value@legacycapital.com
in linkedin.com/in/legacy-radial
R

RYAN DEAN COX

Broker

CRD
#5935330
(504) 392-8560
legacy.north@northcapital.com
in linkedin.com/in/delta-pioneer
E

Eagle vector

Quantum focus unison

CRD
#83373
(235) 524-4155
focus.beacon@atlascapital.com
in linkedin.com/in/bridge-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-27-2022
03-24-2023
08-29-2024
10-10-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $35,800,000 $730,612
Non-Discretionary $158,823,000 $392,156
Total $194,623,000 $428,685

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Separately Managed Accounts

Total SMA Asset: $194,623,000

$194.6M Total SMA
Public Funds:
19.0%
Equity - Exchange:
15.7%
Cash:
36.6%
Corporate - Investment Grade:
18.4%
Municipal Bonds:
10.3%
Asset class Assets Assets %
Public Funds $1,200,957,851 19.0%
Equity - Exchange $992,370,435 15.7%
Cash $2,313,424,070 36.6%
Corporate - Investment Grade $1,163,032,866 18.4%
Municipal Bonds $651,045,571 10.3%
Total $6,320,830,793 100.0%

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