PPrivate Fund Data Log in Join · $37/mo

Rollins Financial Advisors, LLC

● SEC registered since 2021CRD 312921SEC# 801-120482Atlanta, GA
Export (members)
Reg. AUM
$1.38B
Employees
14
Accounts
1,011
Location
Atlanta, GA

Rollins Financial Advisors, LLC assets under management

Rollins Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2021. It reports $1.4 billion in regulatory assets under management and employs 14 people.

Rollins Financial Advisors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Danielle Van Lear Schultz ControlChief Financial OfficerUnder 5%2021
Edward J Wilcox ControlChief Compliance OfficerUnder 5%2021
Focus Operating, LLC ControlMember (manager)Over 75%2021
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Rollins Financial Advisors, LLC manage?

Rollins Financial Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Rollins Financial Advisors, LLC have?

Rollins Financial Advisors, LLC reports 14 employees.

Where is Rollins Financial Advisors, LLC located?

Rollins Financial Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2021.

Does Rollins Financial Advisors, LLC disclose fund performance?

Rollins Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3343 Peachtree Road NE, Suite 500, Atlanta, GA 30326
Phone404-892-7967
Fax404-875-3712
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1884018
Discloses disciplinary historyNo

Assets under management

Discretionary$1.38B
Non-discretionary$0
Total (RAUM)$1.38B