CRD: 312921
Rollins Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2021
- Office Locations
- 1
Office Locations
About Rollins Financial Advisors, LLC
Rollins Financial Advisors is an Atlanta-based independent RIA providing wealth management and personalized financial planning alongside in-house CPA tax and accounting. The firm serves individuals, small businesses, and corporations nationwide with retirement planning and wealth transfer/philanthropy support, pairing disciplined investment management with transparent, fiduciary advice. Notable for integrating planners and accountants on one team and for Financial Times FT 300 recognition (2020).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH RUMAGE ROLLINS
Chief Executive Officer, Financial Analyst, President
- CRD
- #2078868
- Ownership
- Less than 5%
DANIELLE VAN LEAR SCHULTZ
Chief Financial Officer, Financial Advisor
- CRD
- #6539983
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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ALEXIS KRISTINA CHAMBERS
Associate Wealth Advisor
- CRD
- #7179830
SHELLEY R FIETSAM
Client Relations Manager
- CRD
- #6537983
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,588,275,994 | $1,581,948 |
| Non-Discretionary | $0 | -- |
| Total | $1,588,275,994 | $1,581,948 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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