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ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921 · SEC 801-120482
3343 PEACHTREE ROAD NE, SUITE 500, ATLANTA, GA, 30326, United States
Phone
404-892-7967
Fax
404-875-3712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.59B
Discretionary AUM
$1.59B
Team
14 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 580 | $218.9M |
| High net worth individuals | 402 | $1.32B |
| Pension/profit sharing plans | 22 | $48.8M |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MS, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD