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ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921File 801-120482
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Clients
1,004
1,004 accounts
Employees
14
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 10, 2021
- Principal office
- 3343 PEACHTREE ROAD NE, SUITE 500, ATLANTA, GA, 30326
- Phone
- 404-892-7967
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $1.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,004
- Non-discretionary accounts
- 0
- Total accounts
- 1,004
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 402 | $1.32B |
| Pension and profit sharing plans | 22 | $48.8M |
| Individuals (other than high net worth individuals) | 580 | $218.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,011 | 1,004 | decreased by7 |
| Apr 1, 2026 | AUM | $1,382,588,015 | $1,588,275,994 | increased by$205,687,979 |
| Apr 1, 2026 | Accounts | 1,011 | 1,004 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 967 | 1,011 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,225,518,288 | $1,382,588,015 | increased by$157,069,727 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 967 | 1,011 | increased by44 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 920 | 967 | increased by47 |
| Apr 1, 2022 | AUM | $1,046,192,272 | $1,225,518,288 | increased by$179,326,016 |
| Apr 1, 2022 | Accounts | 920 | 967 | increased by47 |
| May 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2021 | Custody | No | Yes | |
| May 1, 2021 | AUM | $0 | $1,046,192,272 | increased by$1,046,192,272 |
| May 1, 2021 | Accounts | 0 | 920 | increased by920 |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROLLINS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROLLINS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.