Padovani Asset Management, Inc.
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 11, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Andrew Padovani | President/Cco | Jun 2013 (13y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/11/2025 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $95.5M (81% of AUM) Aug 2020
- Folio Investments, Inc. $15.5M (100% of AUM) May 2021
- Morgan Stanley $10.4M (9% of AUM) Aug 2020
- Merrill Lynch $6.1M (5% of AUM) Aug 2020
- Interactive Brokers $4.8M (4% of AUM) Aug 2020
- Kingdom Trust Company $4.0M (3% of AUM) Aug 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 11, 2025.
View current Form ADV (SEC/IAPD) ↗