Aa Financial Advisors, LLC
AA Financial Advisors, LLC is a registered investment adviser headquartered in Columbus, Ohio. Founded in 1985 and owned by F7 Company, LLC, the firm is managed by Ralph Antolino Jr. and employs around 15-20 staff. The firm provides comprehensive financial advisory and wealth management services, utilizing its proprietary UltraVision System® for financial planning and offering both personalized advisory and technology-driven portfolio management. Clients range from individuals and families to institutions, with service values grounded in fiduciary duty, fee transparency, and long-term relationship building.
Investment Strategy
AA Financial Advisors, LLC delivers customized investment management and financial planning services tailored to client needs. Their approach features fee-based account management using a mix of proprietary and third-party model portfolios, leveraging Charles Schwab’s Intelligent Portfolio program and American Funds. The firm employs The UltraVision System®, a patented process focused on goal-based planning, tax efficiency, portfolio diversification, ongoing rebalancing, and technology integration while maintaining personal advisory support. Their investment philosophy prioritizes client relationship quality, prudent wealth accumulation, and efficient asset transfer across generations.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VB | VANGUARD INDEX FDS | 6.50% | $33.1M | 130,048 | $224.60 | $254.28 | +$3.6M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.97% | $30.4M | 723,031 | $34.56 | $42.03 | +$3.3M |
V VT | VANGUARD INTL EQUITY INDEX F | 4.97% | $25.3M | 183,527 | $118.22 | $137.80 | +$2.7M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 3.69% | $18.8M | 825,640 | $22.64 | $22.72 | +$1.9M |
V VTI | VANGUARD INDEX FDS | 3.58% | $18.2M | 55,455 | $252.45 | $328.17 | +$1.6M |