Adolos Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$185,758,608
Clients
35
Advisors
1
of 6 employees
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
Expertise
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
Advance NC
Advisors at this office
1
Most active in
North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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