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| Happy Holidays!! thanks for using AUM13F!! |
| Rollins Financial Advisors LLC
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| CRD # | 312921 |
| SEC # | 801-120482 |
| CIK # | 0001853019, 0001884018 |
| AUM | $1.4 B (2025-07-18) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 404-892-7967 |
| Address | 3343 Peachtree Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001853019 0001884018 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 59.7 | ||
| Microsoft Corp | 54.3 | ||
| Amazon Com Inc | 42.7 | ||
| Bank of America Corp /DE/ | 26.9 | ||
| Alphabet Inc | 26.6 | ||
| Facebook Inc | 21.6 | ||
| Tesla Motors Inc | 18.2 | ||
| J P Morgan Chase & Co | 12.7 | ||
| Nvidia Corp | 8.1 | ||
| Kinder Morgan Inc | 5.4 | ||
| Enterprise Products Partners L P | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 616 | 221.7 |
| (b) Individuals (high net worth individuals) | 372 | 1,119.3 |
| (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 | 23 | 41.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,011 | 1,382.6 |
| By Discretionary | ||
| Discretionary | 1,011 | 1,382.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,011 | 1,382.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 1,378.8 | |
| Total | 1,011 | 1,382.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001853019] | |
| 13F-HR | [0001884018] |
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