Antolino Wealth Advisors

RIASEC RegisteredEst. 2022

Total AUM

$1.4B

Discretionary

$1.2B

86% of AUM

Avg account

$504K

Accounts

2,817

Employees

Advisory reps

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, SEC-registered registered investment adviser organized as a limited liability company and operating since 2022. The firm serves individuals, families and institutional clients, offering comprehensive financial planning and portfolio management for individuals, small businesses and institutions. Their advisory services also include pension consulting-type work and the selection of outside advisers, and the firm acts as a capital allocator—sourcing and allocating client capital to third-party managers rather than relying solely on in-house strategies. Fee arrangements are flexible: Antolino charges based on a percentage of assets under management and also uses hourly and fixed-fee structures for certain services. The firm indicates it is not an active ESG investor. Filings list industry affiliations with a law firm and an insurance company, which likely support estate, tax and insurance planning elements of client work.