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|
| Keyboard |
| Adolos Asset Management
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|
|---|---|
| CRD # | 315505 |
| SEC # | 801-121805 |
| CIK # | |
| AUM | 241.8 M (2026-02-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 336-817-1604 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.3 |
| (b) Individuals (high net worth individuals) | 27 | 181.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 28.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 241.8 |
| By Discretionary | ||
| Discretionary | 168 | 226.1 |
| Non-Discretionary | 12 | 15.7 |
| Total | 180 | 241.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.8 | |
| Total | 180 | 241.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cladis Investment Advisory LLC
✚
|
MT | 242.6 M |
|
Rayburn West Financial Services LLC
✚
|
TN | 242.6 M |
|
McBroom & Associates LLC
✚
|
NV | 242.1 M |
|
Intelligent Financial Strategies LLC
✚
|
MN | 242.0 M |
|
J P Davis Inc
✚
|
AZ | 242.0 M |
|
Sanchez & Zures LLC
✚
|
VA | 241.9 M |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 241.7 M |
|
True Measure Wealth Management
✚
|
NE | 241.5 M |
|
Prism Planning Partners LLC
✚
|
IL | 241.5 M |
|
VVR Holdings LLC
✚
|
WA | 241.1 M |