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ADOLOS ASSET MANAGEMENT
CRD 315505File 801-121805
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Clients | 42 | 52 | increased by10 |
| Mar 1, 2026 | AUM | $203,789,276 | $241,765,485 | increased by$37,976,209 |
| Mar 1, 2026 | Accounts | 159 | 180 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 5 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 42 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $114,333,981 | $203,789,276 | increased by$89,455,295 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 53 | 159 | increased by106 |
| Feb 1, 2022 | Clients | 16 | 20 | increased by4 |
| Feb 1, 2022 | AUM | $104,920,182 | $114,333,981 | increased by$9,413,799 |
| Feb 1, 2022 | Accounts | 40 | 53 | increased by13 |
| Jan 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2021 | Employees | 3 | 2 | decreased by1 |
| Dec 1, 2021 | Clients | 0 | 16 | increased by16 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADOLOS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADOLOS ASSET” 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.