Firm profile

GARLIKOV ADVISORS INC

COLUMBUS, OHCRD 112352Latest ADV March 19, 2026

Garlikov Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 19, 2026, reports $208M in regulatory assets under management, 4 employees, and 182 accounts.

Assets Under Management
$208M
Employees
4
Offices
--
Total Clients
182
Primary office
COLUMBUS, OH
41 S HIGH ST STE 3400, COLUMBUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarrie L. Fleisher

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
121
2
HNWI
22.0%
40
3
Charitable
6.0%
11
4
Corporations
5.5%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$208Mas of March 19, 2026
Discretionary100.0%
$208M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$208M
Total Accounts182
10Y AUM Change+$38M (+22.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee46:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.