Adolos Asset Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 20, 2026, reports $242M in regulatory assets under management, 6 employees, 1 office, and 180 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.9% of total clients.
Top client categories% of clientsClients
1
HNWI
51.9%
27
2
Corporations
32.7%
17
3
Individuals
15.4%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of February 20, 2026
Discretionary93.5%
$226M
94% of total RAUM93.5%
Non-discretionary6.5%
$16M
6% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts180
10Y AUM Change+$242M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee9:1
10Y Employee Change+3 (+100.0%)
* 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.