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Rollins Financial Advisors
Rollins Financial Advisors is an Atlanta-based RIA founded in 1991, led by J. Patrick F.
Rollins Financial Advisors
Rollins Financial Advisors, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2021. The firm manages approximately $1.6 billion in regulatory assets. It has 14 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1991
AUM
Under $5B (Altss estimate)
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
J. Patrick F. Rollins
President & CEO
T. Marshall Rollins
Vice President & CFO
Sector focus
Frequently asked questions
Who runs investment decisions at Rollins Financial Advisors?
J. Patrick F. Rollins, President and CEO, oversees investment strategy. T. Marshall Rollins serves as Vice President and CFO. The firm’s investment committee makes portfolio decisions, but the Rollins family maintains operational control (per SEC Form ADV).
Is Rollins Financial Advisors structured as a single family office or a multi-family office?
The firm is registered as an RIA and functions as a multi-family office in practice, serving multiple unrelated families. It does not manage a single large pool of family wealth or operate as a dedicated single-family office (per SEC ADV).
How does Rollins Financial Advisors source investment opportunities?
The firm primarily uses traditional asset allocation through publicly traded securities, ETFs, and mutual funds. Direct deal flow is not a public component of its strategy, and it does not maintain a venture or private equity fund (per the firm's ADV disclosures).
What investment stages does Rollins Financial Advisors typically target?
The firm does not stage-target as a fund. It focuses on liquid public securities for client portfolios, with no disclosed direct investments in early-stage or growth companies (per SEC filings).
Does Rollins Financial Advisors participate in fund commitments or only direct deals?
Based on public filings, the firm uses investment funds (mutual funds, ETFs) for client allocations. It does not commit capital as an institutional limited partner in private funds or engage in SPV-level direct investments (per SEC ADV).
Where does the underlying wealth come from for clients of Rollins Financial Advisors?
The firm serves high-net-worth individuals and families but does not publicly disclose the wealth origin of its clients. The Rollins family themselves are not known to be from a single identifiable wealth source (e.g., a corporate founder).
What is Rollins Financial Advisors' known posture on co-investments alongside external GPs?
The firm does not publicly engage in co-investment deals alongside private equity or venture capital general partners. Its model is asset allocation for client portfolios, not direct co-investment (per SEC ADV).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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