Rollins Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 14, 2026, reports $1.6B in regulatory assets under management, 14 employees, and 1,004 accounts.
Assets Under Management
$1.6B
Employees
14
Offices
--
Total Clients
1,004
Primary office
ATLANTA, GA
3343 PEACHTREE ROAD NE, SUITE 500, ATLANTA, GA, United States
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
580
2
HNWI
40.0%
402
3
Pension Plans
2.2%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 14, 2026
Discretionary100.0%
$1.6B
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.
Total AUM$1.6B
Total Accounts1,004
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee72:1
10Y Employee Change+3 (+27.3%)
* 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.