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 registered investment adviser organized as an LLC and SEC-registered in 2022. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional and business clients. Its advisory services emphasize comprehensive financial planning and portfolio management across individual, small-business and institutional accounts, along with pension consulting and selection of other advisers. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options. Antolino does not identify as an active ESG investor.
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 1RALPH ANTOLINO
CEO and PrincipalCRD 1007885
Contacts
3 of 8Axel Agami Contreras
Investment Adviser RepresentativeCRD 7260333
Ian Erdman
Financial PlannerCRD 6508657
Jason Witt
Investment ManagerCRD 7087053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$740M in ETFs
42%
$311M
54%
$428M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $34.2M | 803,430 | 4.62% |
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
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