# Adolos Asset Management

> Adolos Asset Management is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 315505
- Filed as: ADOLOS ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315505
- AdvisorCensus page: https://advisorcensus.com/firm/adolos-asset-management-315505

## Quick answers

**How is Adolos Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Adolos Asset Management reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Adolos Asset Management registered with the SEC or a state?**
Adolos Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315505.

**How much does Adolos Asset Management manage?**
Adolos Asset Management reports $241,765,485 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (94% discretionary).

**How have Adolos Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Adolos Asset Management: Regulatory assets under management: $0 in the October 2021 data and $241,765,485 in the October 2026 data. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Adolos Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); corporations or other businesses not listed above (17); individuals (other than high net worth individuals) (8).

**Which custodians does Adolos Asset Management use?**
Adolos Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Adolos Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315505

**Does Adolos Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "We provide investment management services to individuals, high net-worth individuals, corporations, trusts, estates, endowments, and charitable foundations. There is no minimum account size to become our client."

**What changed in Adolos Asset Management's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $203,789,276 to $241,765,485 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> We provide investment management services to individuals, high net-worth individuals, corporations, trusts, estates, endowments, and charitable foundations. There is no minimum account size to become our client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,765,485
- Discretionary: $226,094,972
- Non-discretionary: $15,670,513

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,256,161 |
| High net worth individuals | 27 | $181,502,447 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $28,143,908 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $27,862,969 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adolosam.com
- adolosassetmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | August 25, 2021 |
| October 2022 | $114,333,981 | 2 | September 12, 2022 |
| October 2023 | $145,694,936 | 5 | March 15, 2023 |
| October 2024 | $169,489,264 | 5 | July 2, 2024 |
| October 2025 | $203,789,276 | 5 | March 10, 2025 |
| October 2026 | $241,765,485 | 6 | February 20, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $241,765,485 in the October 2026 data.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $203,789,276 to $241,765,485 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adolos Asset Management (CRD 315505): Form ADV filing data as of October 2026.