RIA Intelโ€บAdvisersโ€บADOLOS ASSET MANAGEMENT

ADOLOS ASSET MANAGEMENT

Advisory

Nยท

Data as of Feb 20, 2026 ยท Source: SEC Form ADV

Total AUM
$242M
1-Year AUM Growth
+16.3%
3-Year CAGR
+14.6%
Employees
3
Assets Under Management
Total AUM$242M
Discretionary AUM$226M
Non-Discretionary AUM$16M
Discretionary %93.5%
Total Clients42
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJun 18, 2021
Latest FilingFeb 20, 2026
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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