Rollins Financial Advisors, LLC
Rollins Financial Advisors, LLC is a fee-only registered investment advisory firm based in Atlanta, GA, founded in 1990. The firm provides investment management, financial planning, tax, and accounting services to individuals—including high-net-worth clients—executives, entrepreneurs, professionals, retirees, and families. As a fiduciary, RFA upholds a strict duty to act in clients’ best interests. The firm is a subsidiary of Focus Financial Partners, with approximately 14–16 employees and no disciplinary disclosures. Rollins Financial offers highly personalized, transparent service, and is well recognized for its growth and excellence, having featured in industry rankings such as the Financial Times 300 Top RIAs.
Investment Strategy
Rollins Financial Advisors, LLC employs a personalized, fee-only investment strategy that centers on objective, comprehensive financial planning and portfolio management. The firm allocates assets across mutual funds and ETFs and, when suitable, individual stocks or certificates of deposit. Investment choices are tailored to each client’s objectives, tax considerations, risk tolerance, and financial complexity, with a focus on diversification, transparency, and minimizing potential conflicts of interest. Portfolios are managed to balance risk and return efficiently, and RFA does not charge performance-based fees. The firm undertakes regular, detailed account reviews and acts as a fiduciary, always prioritizing clients’ financial interests.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TRUST SERIES I | 11.45% | $71.8M | 130,166 | $409.52 | $551.64 | +$6.0M |
A AAPL | APPLE INC COM | 9.51% | $59.7M | 290,767 | $192.25 | $205.17 | -$11.0M |
M MSFT | MICROSOFT CORP COM | 8.66% | $54.3M | 109,145 | $377.10 | $497.41 | +$11.7M |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.05% | $44.2M | 1,513,062 | $21.47 | $29.21 | +$3.6M |
A AMZN | AMAZON COM INC COM | 6.80% | $42.7M | 194,496 | $152.13 | $219.39 | +$4.5M |