Rollins Financial Advisors, LLC
● SEC registered since 2021CRD 312921SEC# 801-120482Atlanta, GA
Reg. AUM
$1.59B
Employees
14
Accounts
1,004
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 $1.6 billion in regulatory assets under management and employs 14 people.
Rollins Financial Advisors, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Van Lear Schultz Control | Chief Financial Officer | Under 5% | 2021 |
| Edward J Wilcox Control | Chief Compliance Officer | Under 5% | 2021 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Rollins Financial Advisors, LLC manage?
Rollins Financial Advisors, LLC reports $1.6 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
| Address | 3343 Peachtree Road NE, Suite 500, Atlanta, GA 30326 |
| Phone | 404-892-7967 |
| Fax | 404-875-3712 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1884018 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.59B