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 246Active vs passive
$1.7B in ETFs
41%
$695M
56%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $48.8M | 160,869 | 2.84% |
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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