Adolos Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$185,758,608
This total excludes 17 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
77% high-net-worth
Advisors
1
of 6 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
LowAverage account size
$5,307,389
About
Adolos Asset Management provides discretionary and non‑discretionary investment management to a small client base that includes individuals, high‑net‑worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm operates on an institutional‑quality platform through alliances with Schwab, Blueprint, and Orion and does not offer comprehensive financial planning as a core service, though incidental planning may be provided at its discretion.
Portfolios are built from a written investment policy statement and allocated across five strategic categories (Liquid, Balanced, Moderate, Growth, Aggressive), with tactical overlays for market cycles, tax considerations, and client ESG preferences. Implementation is via either automated ETF models with automatic rebalancing or customized models that can include direct indexing, separately managed accounts, alternative/illiquid investments, and technical trend overlays using exponential moving averages (e.g., 10/100 and 50/200 EMAs).
Noteworthy features relative to peers include a concentrated client roster—roughly $242 million in assets across about 35 clients—indicating a focus on larger, institutional‑style relationships rather than many small accounts. The firm is led by an advisor team with extensive trust and family‑office experience from large wealth firms, maintains a sub‑advisory relationship with Blueprint, and discloses that it does not receive soft‑dollar research or other third‑party economic benefits.
Client services
Portfolio management
Expertise
Tax-loss harvesting
ESG / Sustainable investing
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.80% annually $10,000,001 - $50,000,000: 0.60% annually $50,000,001 - $100,000,000: 0.50% annually $100,000,001+: 0.35% annually
Fee-only: Investment management advisory fee based on assets under management (tiered schedule). No commissions.
Main office location
Adolos Asset Management
Advance NC, United States
Number of offices
2
Most active in
Adolos Asset Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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