AdvisorCensus / Financial advisors / Ohio / Columbus / Antolino Wealth Advisors
Antolino Wealth Advisors
Filed as ANTOLINO WEALTH ADVISORS · Legal name AA Financial Advisors, LLC
Antolino Wealth Advisors is an SEC-registered investment advisory firm in Columbus, OH, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Antolino Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Antolino Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Antolino Wealth Advisors located?
Antolino Wealth Advisors' principal office is in Columbus, OH, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Antolino Wealth Advisors registered with the SEC or a state?
Antolino Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 119829.
How much does Antolino Wealth Advisors manage?
Antolino Wealth Advisors reports $1,418,568,755 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (86% discretionary).
How have Antolino Wealth Advisors' assets and staff changed since 2022?
In the Form ADV data for Antolino Wealth Advisors: Regulatory assets under management: $733,489,140 in the October 2022 data and $1,418,568,755 in the October 2026 data, up 93%. Total employees: 14 in October 2022 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Antolino Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (755); high net worth individuals (189); corporations or other businesses not listed above (16).
Which custodians does Antolino Wealth Advisors use?
Antolino Wealth Advisors' 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 Antolino Wealth Advisors 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/119829
Does Antolino Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated August 21, 2026 says: "We do not currently require a minimum asset level or minimum annual fee for our services."
What changed in Antolino Wealth Advisors' recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 11 to 12.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not currently require a minimum asset level or minimum annual fee for our services.
Minimum annual fee: None
The brochure's wording
We do not currently require a minimum asset level or minimum annual fee for our services.
As stated in the firm's Form ADV Part 2A brochure dated August 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,418,568,755 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- AA Financial Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 31. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,418,568,755 | 31 | September 21, 2026 |
| October 2025 | $1,012,205,353 | 20 | July 2, 2025 |
| October 2024 | $864,294,929 | 19 | September 12, 2024 |
| October 2023 | $725,251,368 | 14 | September 19, 2023 |
| October 2022 | $733,489,140 | 14 | August 25, 2022 |
Regulatory assets under management: $733,489,140 in the October 2022 data and $1,418,568,755 in the October 2026 data, up 93%.
Total employees: 14 in October 2022 and 31 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 11 to 12.
- August 2026
- Employees performing advisory functions went from 10 to 11.
- Added an office in Smithville, OH.
- July 2026
- Changed its office addresses in Naples, FL.
- Added an office in Estero, FL.
- April 2026
- Regulatory assets under management went from $1,012,205,353 to $1,418,568,755 (+40%).
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Employees performing advisory functions went from 11 to 10.
- Added an office in Naples, FL.
- December 2025
- Employees performing advisory functions went from 10 to 11.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Antolino Wealth Advisors (CRD 119829): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829