AdvisorCensus / Financial advisors / Georgia / Atlanta / Rollins Financial Advisors, LLC
Rollins Financial Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.
Quick answers
From the filingHow is Rollins Financial Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Rollins Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Rollins Financial Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $50,000: 1.5% a year; $50,001 to $100,000: 1.25% a year; $100,001 to $1,000,000: 1% a year; $1,000,001 to $3,000,000: 0.75% a year; Above $3,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Rollins Financial Advisors, LLC located?
Rollins Financial Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Rollins Financial Advisors, LLC registered with the SEC or a state?
Rollins Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312921.
How much does Rollins Financial Advisors, LLC manage?
Rollins Financial Advisors, LLC reports $1,588,275,994 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).
How have Rollins Financial Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Rollins Financial Advisors, LLC: Regulatory assets under management: $1,046,192,272 in the October 2021 data and $1,588,275,994 in the October 2026 data, up 52%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rollins Financial Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (580); high net worth individuals (402); pension and profit sharing plans (but not the plan participants or government pension plans) (22).
Which custodians does Rollins Financial Advisors, LLC use?
Rollins Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Rollins Financial Advisors, LLC 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/312921
What changed in Rollins Financial Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,382,588,015 to $1,588,275,994 (+15%).
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
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 2A| Assets | Annual rate |
|---|---|
| Up to $50,000 | 1.5% |
| $50,001 to $100,000 | 1.25% |
| $100,001 to $1,000,000 | 1% |
| $1,000,001 to $3,000,000 | 0.75% |
| Above $3,000,001 | 0.5% |
The brochure's wording
For our services, we charge a percentage of a client’s assets under our management, generally determined in accordance with the following annual fee schedule: Assets Rate* $0 - $50,000 1.50% $50,001 - $100,000 1.25% $100,001 - $1,000,000 1.00% $1,000,001 - $3,000,000 0.75% over $3,000,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated March 25, 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$1,588,275,994 as of October 2026, filing dated April 14, 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
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 14. Performing investment advisory functions: 7.
- 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.
- States registered or notice-filed
-
25 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 | $1,588,275,994 | 14 | April 14, 2026 |
| October 2025 | $1,382,588,015 | 14 | July 18, 2025 |
| October 2024 | $1,063,382,426 | 14 | May 24, 2024 |
| October 2023 | $848,307,681 | 16 | September 27, 2023 |
| October 2022 | $1,225,518,288 | 14 | March 23, 2022 |
| October 2021 | $1,046,192,272 | 11 | April 28, 2021 |
Regulatory assets under management: $1,046,192,272 in the October 2021 data and $1,588,275,994 in the October 2026 data, up 52%.
Total employees: 11 in October 2021 and 14 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- April 2026
- Regulatory assets under management went from $1,382,588,015 to $1,588,275,994 (+15%).
- December 2025
- Registered or notice-filed in WA.
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. Rollins Financial Advisors, LLC (CRD 312921): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rollins-financial-advisors-llc-atlanta-ga-312921