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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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