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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
About Adolos Asset Management
Adolos Asset Management is an SEC-registered investment adviser serving retail and institutional clients, including business owners and entrepreneurs. The firm provides asset management and planning, building diversified portfolios that can incorporate ETFs, fixed income, and select alternatives, with an emphasis on risk management and ESG/SRI preferences when appropriate. Operates on Schwab and supports Orion/iCapital workflows.
Reported data analysis
What the numbers show
Between March 10, 2025 and February 20, 2026, reported AUM increased 18.6%, from $203.8M to $241.8M.
Across 5 reported observations, AUM increased 111.5% between September 12, 2022 and February 20, 2026, from $114.3M to $241.8M.
Of the latest reported AUM, 93.5% is discretionary and 6.5% is non-discretionary.
The firm reports 3 advisory representatives and 52 clients, or 17.3 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOSEPH ANDREW FREEMAN
Chief Executive Officer, President
- CRD
- #3255969
- Ownership
- 75% or more
MATTHEW LEWIS BRINTON II
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,094,972 | $1,345,803 |
| Non-Discretionary | $15,670,513 | $1,305,876 |
| Total | $241,765,485 | $1,343,142 |
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Separately Managed Accounts
SMA allocation detail is available
Adolos Asset Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.