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ADOLOS ASSET MANAGEMENT
CRD 315505File 801-121805
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$241.8M
Below cohort median (national)
Discretionary AUM
$226.1M
Non-discretionary $15.7M
Clients
52
180 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 19, 2021
- Principal office
- Not reported
- Phone
- 336-817-1604
- Website
- https://AdolosAM.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.8M
- Discretionary AUM
- $226.1M
- Non-discretionary AUM
- $15.7M
- Discretionary accounts
- 168
- Non-discretionary accounts
- 12
- Total accounts
- 180
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $27.9M |
| Charitable organizations | Fewer than 5 | $28.1M |
| High net worth individuals | 27 | $181.5M |
| Individuals (other than high net worth individuals) | 8 | $4.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.