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ADOLOS ASSET MANAGEMENT
CRD 315505 · SEC 801-121805
NC, United States
Phone
336-817-1604
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.8M
Discretionary AUM
$226.1M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.3M |
| High net worth individuals | 27 | $181.5M |
| Corporations/business entities | 17 | $27.9M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD