Annapolitan Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
1
Average account size
$0
About
Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, addressing topics such as tax, estate, business, education and cash‑flow planning. The brochure states that the firm does not offer discretionary portfolio or asset‑management services and focuses its recommendations on vehicles like mutual funds, CDs, municipal bonds, annuities and ETFs.
The firm delivers advice through in‑person meetings and data‑gathering worksheets to develop a written plan and offers educational seminars and workshops on topics from basic money management to advanced retirement and tax issues. Advisory representatives are dually registered with Raymond James and are licensed insurance agents, and they may implement recommendations through Raymond James or sell insurance products, with commissions and trail compensation disclosed in the brochure.
Notable distinctions relative to peers include the combination of acting as registered representatives of a broker‑dealer while positioning the firm primarily as a planning practice, the offering of public educational seminars, and advisors who are also insurance producers—each of which the brochure identifies as an uncommon feature for supported firms. The brochure also emphasizes that the firm does not charge percentage‑of‑AUM advisory fees, does not provide portfolio management or custody of client assets.
Client services
Expertise
Fee options
Advisory Representatives may receive commissions for securities and insurance products, including trail commissions (12b-1 fees) and insurance commissions
Hourly fee of $150 per hour
Minimum fee: Fixed fee: $250 per financial plan Fee-only: Fixed fee of $250 per financial plan and hourly fee of $150 per hour
Main office location
Annapolitan Investment Group, Inc.
1205 West St.
Annapolis MD 21401, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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