Antolino Wealth Advisors
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
FINTRXOverview
Antolino Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2022. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across households, small businesses and institutions. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. Antolino performs selection-of-other-advisers work and provides pension consulting services. The firm does not identify as an active ESG investor and lists relationships with a law firm and an insurance company as industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities14%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
Ralph Antolino
CEOCRD 1007885
Contacts
3 of 10
Christian Hertl
PartnerCRD 4914511
Jason Burkholder
PresidentCRD 5537497
Maureen Armstrong
PartnerCRD 1911853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$861M in ETFs
40%
$348M
56%
$513M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $48.8M | 160,869 | 5.66% |
Location
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
Similar firms
Accolade Asset/Liability Advisory Services
RIAColumbus, OH
Frazier Financial Advisors, LLC
RIAColumbus, OH
White Oak Partners Investment Advisor, LLC
RIAColumbus, OH
The Joseph Group Capital Management
RIAColumbus, OH
Meyers Wealth Management, LLC
RIAColumbus, OH
Summit Financial Strategies Inc
RIAColumbus, OH