{
  "crd_number": 312921,
  "slug": "rollins-financial-advisors-llc-atlanta-ga-312921",
  "primary_business_name": "ROLLINS FINANCIAL ADVISORS, LLC",
  "legal_name": "ROLLINS FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-10",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 1588275994.0,
  "raum_discretionary": 1588275994.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 218914460.0,
      "count": 580
    },
    "pension_profit_sharing": {
      "raum": 48802211.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 1320559323.0,
      "count": 402
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/RollinsFinancial",
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/focus-financial-partners",
    "https://linkedin.com/company/rollins-financial",
    "https://rollinsfinancial.com",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312921",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/rollins-financial-advisors-llc-atlanta-ga-312921",
  "display_name": "Rollins Financial Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Rollins Financial Advisors, LLC (CRD 312921): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Rollins Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rollins Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Rollins Financial Advisors, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Rollins Financial Advisors, LLC located?",
      "a": "Rollins Financial Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Rollins Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Rollins Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312921."
    },
    {
      "q": "How much does Rollins Financial Advisors, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Rollins Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Rollins Financial Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Rollins Financial Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Rollins Financial Advisors, LLC 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/312921"
    },
    {
      "q": "What changed in Rollins Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,382,588,015 to $1,588,275,994 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1046192272.0,
      "total_employees": 11,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1225518288.0,
      "total_employees": 14,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 848307681.0,
      "total_employees": 16,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1063382426.0,
      "total_employees": 14,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1382588015.0,
      "total_employees": 14,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1588275994.0,
      "total_employees": 14,
      "filing_date": "2026-04-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,382,588,015 to $1,588,275,994 (+15%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $50,000",
        "rate": "1.5%"
      },
      {
        "band": "$50,001 to $100,000",
        "rate": "1.25%"
      },
      {
        "band": "$100,001 to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,001 to $3,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $3,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 50000.0,
          "rate_pct": 1.5
        },
        {
          "min": 50001.0,
          "max": 100000.0,
          "rate_pct": 1.25
        },
        {
          "min": 100001.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000001.0,
          "max": 3000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 3000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rollins-financial-advisors-llc-atlanta-ga-312921.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 580,
      "fewer_than_5": false,
      "raum": 218914460.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 402,
      "fewer_than_5": false,
      "raum": 1320559323.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 48802211.0
    }
  ],
  "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/312921",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}