Antolino Wealth Advisors

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.2B
86% of AUM
Avg account
$504K
Accounts
2,817
Employees
31
Advisory reps
11

Firm details

Headquarters
Columbus, Ohio
CRD number
119829
Registered since
June 3, 2022
Website
www.antolino.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.12%
  • Individuals24.03%
  • Corporations / Businesses2.03%
  • Charitable Organizations0.63%
  • Pension & Profit Sharing Plans0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Antolino Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of third‑party advisers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, and fixed‑fee billing. The firm reports affiliations with a law firm and an insurance company and indicates it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 14%, Cash & Cash Equivalents 10%, US Government Bonds 1%, Other 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%
  • Other1%

Owners & executives

1 of 1
  • Ralph Antolino

    Ralph Antolino

    CEOCRD 1007885

Contacts

3 of 10
  • Christian Hertl

    Christian Hertl

    PartnerCRD 4914511

  • Jason Burkholder

    Jason Burkholder

    PresidentCRD 5537497

  • Maureen Armstrong

    Maureen Armstrong

    PartnerCRD 1911853

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 124

Active vs passive

$861M in ETFs

Passive

40%

$348M

Active

56%

$513M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SMALL-CAP INDEX FUND (VB)VanguardPassiveSmall Blend$48.8M160,8695.66%
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Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
150 E Broad St
Time zone
ET (UTC-5)
Office locations

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