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 SEC‑registered independent registered investment adviser organized as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients, combining financial planning and portfolio management with selection of third‑party managers. Its fee model includes percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements. Client services listed in filings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm is not identified as an active ESG investor. Filings also note relationships or affiliations with a law firm and an insurance company.
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 9
Axel Agami Contreras
Investment Adviser RepresentativeCRD 7260333
Ian Erdman
AdvisorCRD 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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