# Antolino Wealth Advisors

> 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.

- CRD: 119829
- Filed as: ANTOLINO WEALTH ADVISORS
- Legal name: AA Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119829
- AdvisorCensus page: https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829

## Quick answers

**How 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).

**How much does Antolino Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated August 21, 2026 states: Hourly rate: $550 an hour (the project through the effective date of termination). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 21, 2026)

- Account minimum: None

> We do not currently require a minimum asset level or minimum annual fee for our services.

- Minimum annual fee: None

> We do not currently require a minimum asset level or minimum annual fee for our services.

- Hourly rate: $550 an hour (the project through the effective date of termination)

> we will provide a refund of prepaid fees, prorated based on the amount of time spent on the project through the effective date of termination at a rate of $550 per hour.

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: $1,418,568,755
- Discretionary: $1,220,164,019
- Non-discretionary: $198,404,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 755 | $340,891,143 |
| High net worth individuals | 189 | $1,037,323,271 |
| 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) | 1 | $2,548,697 |
| Charitable organizations | 7 | $8,940,380 |
| 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 | 16 | $28,865,264 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 31 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KY, LA, MD, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Estero, FL
- Gallipolis, OH
- Naples, FL
- Smithville, OH
- Verona, KY

### Websites listed on Form ADV (Item 1.I)
- antolino.com
- mywealthadvisor.com
- Facebook facebook.com
- LinkedIn @antolino-&-associates

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $733,489,140 | 14 | August 25, 2022 |
| October 2023 | $725,251,368 | 14 | September 19, 2023 |
| October 2024 | $864,294,929 | 19 | September 12, 2024 |
| October 2025 | $1,012,205,353 | 20 | July 2, 2025 |
| October 2026 | $1,418,568,755 | 31 | September 21, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Antolino Wealth Advisors (CRD 119829): Form ADV filing data as of October 2026.