Garlikov Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$161,799,390
Clients
161
Advisors
3
of 4 employees
About
The firm provides discretionary and non-discretionary investment management primarily for individual clients, high net worth individuals, trusts, businesses, and select charities, overseeing roughly $208 million in client assets across about 161 accounts. It offers portfolio management for traditional accounts and specializes in managing assets inside variable universal life insurance contracts, as well as charitable asset management and customized portfolios for insurance clients.
The firm's proprietary discretionary approach (the GARLIKOV Model) emphasizes capital preservation and conservative growth, with investment decisions made by an investment committee using technical indicators and fundamental analysis and generally holding positions longer than 30 days. For clients who choose customized strategies, the firm typically favors ETFs and index mutual funds, may employ a sector-rotation sleeve, and will tailor allocations subject to client restrictions and account minimums.
Notably, the firm is affiliated with an insurance broker and is linked to insurance carriers, and its principal is dually licensed as a registered representative of a broker-dealer and as an insurance agent—relationships that are explicitly disclosed and can create potential conflicts of interest. These insurance and broker‑dealer affiliations, plus the focus on actively managing subaccounts inside variable insurance contracts and the firm’s membership in an M Financial Group network, distinguish it from many peers that do not combine advisory services with insurance brokerage and broker‑dealer registration.
Client services
Expertise
Fee options
$500 fixed annual fee for accounts up to $50,000
$0 - $50,000: $500 fixed fee $50,000 - $1,000,000: 1% annually $1,000,000 - $2,000,000: 1% on first $1M; 0.5% on excess $2,000,000 - $3,000,000: 1% on first $1M; 0.5% next $1M; 0.3% on excess $3,000,000 - $10,000,000: 1% on first $1M; 0.5% next $1M; 0.3% next $1M; 0.25% on excess $10,000,000+: Fee mutually agreed upon by client and GARLIKOV ADVISORS, INC.
Account minimum: $50,000 Minimum fee: $500 annual minimum fee for Fixed Income Only accounts
Main office
41 S High St Ste 3400
Columbus OH 43215
Advisors at this office
3
Most active in
Ohio
Also doing business as
Garlikov Advisors · Garlikov Advisors Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Matthew W
Series 66
Columbus, OH
Garlikov Advisors Inc
Matthew Wolfe is a financial advisor at Garlikov Advisors Inc with 18 years of industry experience. He holds a Series 66 designation and has been involved in several business ventures, including owning a CPA firm and a continuing professional education provider in Ohio. Wolfe also serves as an independent insurance agent. Garlikov Advisors, Inc. is a four-advisor SEC-registered firm managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary, committee-driven investment model focused on capital preservation and conservative growth, utilizing technical indicators and fundamental analysis with customized portfolio construction.
Thomas K
Columbus, OH
Garlikov Advisors Inc
Thomas Kaiser is a financial advisor with Garlikov Advisors Inc in Columbus, OH, holding 26 years of industry experience. He has been with Garlikov Advisors since 2010 and previously worked at The Leaders Group Inc and M Holdings Securities, Inc. Outside of his advisory role, he is involved with TK Craftsmanship as a consultant and financial design analyst. Garlikov Advisors, Inc is an SEC-registered advisory firm with a four-advisor team managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary model focused on capital preservation and conservative growth, offering discretionary portfolio management, personalized asset allocation, and specialized management of assets within variable universal life insurance contracts.
Donald G
Series 63
Columbus, OH
Garlikov Advisors Inc
Donald Garlikov is the president of Garlikov Advisors Inc and holds a Series 63 designation. He has 54 years of industry experience, including roles at The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Since 1978, he has also been owner and chairman of Garlikov & Associates, a firm involved in life insurance sales. Additionally, he performs business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities, overseeing approximately $208 million in client assets. The firm uses a proprietary discretionary approach focused on capital preservation and conservative growth, combining technical indicators and fundamental analysis, and offers specialized portfolio management inside variable universal life insurance contracts.
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