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Adolos Asset Management

● SEC registered since 2021CRD 315505SEC# 801-121805
Export (members)
Reg. AUM
$203.8M
Employees
5
Accounts
159
Location

Adolos Asset Management assets under management

Adolos Asset Management is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $203.8 million in regulatory assets under management and employs 5 people.

Adolos Asset Management owners & executives

2 reported
NameTitleOwnershipSince
Joseph Andrew Freeman ControlCeoOver 75%2021
Matthew Lewis Brinton IICcoUnder 5%2021

Frequently asked questions

How much does Adolos Asset Management manage?

Adolos Asset Management reports $203.8 million in regulatory assets under management on its Form ADV.

How many employees does Adolos Asset Management have?

Adolos Asset Management reports 5 employees.

Does Adolos Asset Management disclose fund performance?

Adolos Asset Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone336-817-1604
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187.1M
Non-discretionary$16.7M
Total (RAUM)$203.8M