Aa Financial Advisors, LLC
● SEC registered since 2022CRD 119829SEC# 801-125806Columbus, OH
Reg. AUM
$1.42B
Employees
29
Accounts
2,817
Location
Columbus, OH
Aa Financial Advisors, LLC assets under management
Aa Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 2022. It reports $1.4 billion in regulatory assets under management and employs 29 people.
Aa Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| F7 Company LLC Control | Entity Owner | Over 75% | 2018 |
| Jesse A Wohl Control | President | Under 5% | 2024 |
| Ralph Antolino Control | Chief Compliance Officer | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Aa Financial Advisors, LLC manage?
Aa Financial Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Aa Financial Advisors, LLC have?
Aa Financial Advisors, LLC reports 29 employees.
Where is Aa Financial Advisors, LLC located?
Aa Financial Advisors, LLC is based in Columbus, OH and has been SEC-registered since 2022.
Does Aa Financial Advisors, LLC disclose fund performance?
Aa Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 E. Broad St., Suite 100, Columbus, OH 43215 |
| Phone | 614-442-3355 |
| Fax | 614-442-3371 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42B▲ 64%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.22BNon-discretionary $198.4M