{
  "crd_number": 112352,
  "slug": "garlikov-advisors-inc-columbus-oh-112352",
  "primary_business_name": "GARLIKOV ADVISORS INC",
  "legal_name": "GARLIKOV ADVISORS INC",
  "dbas": [
    "GARLIKOV ADVISORS"
  ],
  "city": "Columbus",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-07-14",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 207583700.0,
  "raum_discretionary": 207583700.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4720272.0,
      "count": 11
    },
    "individuals": {
      "raum": 31865619.0,
      "count": 121
    },
    "high_net_worth_individuals": {
      "raum": 129933771.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 41064038.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://garlikovcompanies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112352",
  "city_as_filed": "COLUMBUS",
  "url": "https://advisorcensus.com/firm/garlikov-advisors-inc-columbus-oh-112352",
  "display_name": "Garlikov Advisors Inc",
  "summary": "Garlikov Advisors Inc is an SEC-registered investment advisory firm in Columbus, OH, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Garlikov Advisors Inc (CRD 112352): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Garlikov Advisors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Garlikov Advisors Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Garlikov Advisors Inc located?",
      "a": "Garlikov Advisors Inc's principal office is in Columbus, OH, according to its Form ADV."
    },
    {
      "q": "Is Garlikov Advisors Inc registered with the SEC or a state?",
      "a": "Garlikov Advisors Inc is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 112352."
    },
    {
      "q": "How much does Garlikov Advisors Inc manage?",
      "a": "Garlikov Advisors Inc reports $207,583,700 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Garlikov Advisors Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Garlikov Advisors Inc: Regulatory assets under management: $273,315,185 in the October 2021 data and $207,583,700 in the October 2026 data, down 24%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Garlikov Advisors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (40); charitable organizations (11)."
    },
    {
      "q": "Does Garlikov Advisors Inc report any disciplinary disclosures?",
      "a": "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/112352"
    },
    {
      "q": "What changed in Garlikov Advisors Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $165,329,375 to $207,583,700 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 273315185.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 254489025.0,
      "total_employees": 4,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 181142516.0,
      "total_employees": 4,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 188985907.0,
      "total_employees": 4,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165329375.0,
      "total_employees": 4,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 207583700.0,
      "total_employees": 4,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $165,329,375 to $207,583,700 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/garlikov-advisors-inc-columbus-oh-112352.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 121,
      "fewer_than_5": false,
      "raum": 31865619.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 129933771.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4720272.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 41064038.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112352",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
