# 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.

- CRD: 312921
- Filed as: ROLLINS FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312921
- AdvisorCensus page: https://advisorcensus.com/firm/rollins-financial-advisors-llc-atlanta-ga-312921

## Quick answers

**How 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.

**How much does Rollins Financial Advisors, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $1,588,275,994
- Discretionary: $1,588,275,994
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 580 | $218,914,460 |
| High net worth individuals | 402 | $1,320,559,323 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $48,802,211 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- rollinsfinancial.com
- Facebook @RollinsFinancial
- LinkedIn @focus-financial-partners
- LinkedIn @rollins-financial
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,046,192,272 | 11 | April 28, 2021 |
| October 2022 | $1,225,518,288 | 14 | March 23, 2022 |
| October 2023 | $848,307,681 | 16 | September 27, 2023 |
| October 2024 | $1,063,382,426 | 14 | May 24, 2024 |
| October 2025 | $1,382,588,015 | 14 | July 18, 2025 |
| October 2026 | $1,588,275,994 | 14 | April 14, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rollins Financial Advisors, LLC (CRD 312921): Form ADV filing data as of October 2026.