Rollins Financial Advisors, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$1.6M

Accounts

1,004

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 312921
Registered since: March 10, 2021
Website: www.rollinsfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI83.14%
Individuals13.78%
Pension & Profit Sharing Plans3.07%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Rollins Financial Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2021) and serves both individual and family clients as well as institutional relationships. Its advisory slate emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting services, while it also operates in the capacity of an “other financial product” salesperson. Rollins charges fees based on a percentage of assets under management and does not identify as an active ESG investor or a capital allocator. The firm maintains a range of industry ties that support product distribution and deal sponsorship — affiliations include broker‑dealer and insurance relationships and roles as sponsor or managing member of pooled investment vehicles. Rollins was named among the Financial Times’ Top 300 RIA firms in 2020.