Adolos Asset Management
● SEC registered since 2021CRD 315505SEC# 801-121805
Reg. AUM
$241.8M
Employees
6
Accounts
180
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 $241.8 million in regulatory assets under management and employs 6 people.
Adolos Asset Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Andrew Freeman Control | Ceo | Over 75% | 2021 |
| Matthew Lewis Brinton II | Cco | Under 5% | 2021 |
Frequently asked questions
How much does Adolos Asset Management manage?
Adolos Asset Management reports $241.8 million in regulatory assets under management on its Form ADV.
How many employees does Adolos Asset Management have?
Adolos Asset Management reports 6 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
| Phone | 336-817-1604 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$241.8Mregulatory AUM
Discretionary $226.1MNon-discretionary $15.7M