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ROLLINS FINANCIAL ADVISORS, LLC

ATLANTA, GA · CRD 312921 · IAPD ↗ · focusfinancialpartners.com · 404-892-7967

$1.59BRegulatory AUM
7Advisory reps
14Employees
2Clients
251-500Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — ROLLINS FINANCIAL ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ROLLINS FINANCIAL ADVISORS, LLC reported RAUM up 30% ($1.06B -> $1.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — ROLLINS FINANCIAL ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — ROLLINS FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($848.3M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.