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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ROLLINS FINANCIAL ADVISORS, LLC

CRD 312921

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc3fe61-86b7-8ab1-2b33-83240c93c78e

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 5
On other graphs: 0
Observed: Feb 8, 2021 to Apr 14, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $227Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,004
Individual clients: 580
High net worth clients: 402
Custody, client assets: $559M
SEC number: 801-120482
CIK: 1884018
CRD: 312921
Filings on the tape: 18
First filed: Feb 8, 2021
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, DE
Website: focusfinancialpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH RUMAGE ROLLINS	Chartered Financial Consultant	Atanta, GA	5	36	1	no
EDWARD J WILCOX	Certified Financial Planner\|Chartered Financial Analyst	Atanta, GA	5	24	1	no
ROBERT ERNST SCHULTZ	Certified Financial Planner\|Chartered Financial Consultant	Atanta, GA	5	28	1	no
SHELLEY R FIETSAM	n/a	Atlanta, GA	5	16	1	no
DANIELLE VAN LEAR SCHULTZ	Personal Financial Specialist	Atanta, GA	5	22	1	no
DeNay Jowell Gonzales	n/a	ATLANTA, GA	4	10	n/a	no
ALEXIS KRISTINA CHAMBERS	n/a	ATLANTA, GA	1	21	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOCUS OPERATING, LLC	Member	E	yes	02/2021	Apr 14, 2026	Apr 14, 2026
SCHULTZ, DANIELLE, VAN LEAR	CHIEF FINANCIAL OFFICER	Na	yes	02/2021	Apr 14, 2026	Apr 14, 2026
SCHULTZ, ROBERT, ERNST	CHIEF OPERATIONS OFFICER	Na	yes	02/2021	Apr 14, 2026	Apr 14, 2026
WILCOX, EDWARD, J	CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Apr 14, 2026	Apr 14, 2026
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 20, 2023	May 24, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 20, 2023	May 24, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 20, 2023	May 24, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 20, 2023	May 24, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 20, 2023	May 24, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 20, 2023	May 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 20, 2023	May 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 20, 2023	May 24, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Feb 8, 2021	May 24, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Feb 8, 2021	May 24, 2024
ROLLINS, JOSEPH, RUMAGE	PRESIDENT/CEO	Na	yes	02/2021	Feb 8, 2021	May 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
ROLLINS & VAN LEAR, P.C.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 14, 2026	$1.6B	$1.6B	14	7	n/a	n/a
2024	Mar 18, 2025	$1.4B	$1.4B	14	7	n/a	n/a
2023	Mar 19, 2024	$1.1B	$1.1B	14	6	n/a	n/a
2022	Mar 20, 2023	$848M	$848M	16	6	n/a	n/a
2021	Mar 23, 2022	$1.2B	$1.2B	14	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.4B	14.9%	$848M	23.3%	14	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROLLINS FINANCIAL INC	5	Apr 1, 2021	May 3, 2021	ATLANTA, GA	Firm absorbed	RIA to new firm	100.0%

Relationships

Registered with (8)

← ALEXIS KRISTINA CHAMBERSAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← DeNay Jowell GonzalesAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← ROBERT ERNST SCHULTZAdvisorregistration: current employment
May 3, 2021 to presentfactForm ADV
← SHELLEY R FIETSAMAdvisorregistration: current employment
May 3, 2021 to presentfactForm ADV
← DANIELLE VAN LEAR SCHULTZAdvisorregistration: current employment
May 3, 2021 to presentfactForm ADV
← EDWARD J WILCOXAdvisorregistration: current employment
Apr 29, 2021 to presentfactForm ADV
← JOSEPH RUMAGE ROLLINSAdvisorregistration: current employment
Apr 5, 2021 to presentfactForm ADV
← Andrew MaloneAdvisorregistration: previous registration
Feb 8, 2022 to Jan 3, 2023factForm ADV

Controls (13)

← ROLLINS, JOSEPH, RUMAGEOwnerPRESIDENT/CEO, ownership code NA, individual
Feb 8, 2021 to May 24, 2024factForm ADV
← WILCOX, EDWARD, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 8, 2021 to May 24, 2024factForm ADV
← SCHULTZ, ROBERT, ERNSTOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Feb 8, 2021 to May 24, 2024factForm ADV
← SCHULTZ, DANIELLE, VAN LEAROwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 8, 2021 to May 24, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 20, 2023 to May 24, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 20, 2023 to May 24, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 20, 2023 to May 24, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 20, 2023 to May 24, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 20, 2023 to May 24, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 20, 2023 to May 24, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 20, 2023 to May 24, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Feb 8, 2021 to May 24, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Feb 8, 2021 to May 24, 2024factForm ADV

Moved with (1)

← ROLLINS FINANCIAL INCRegistered adviser5 advisors, firm absorbed, same day
Apr 1, 2021 to May 3, 2021factForm ADV

Dated events

Occurred
Mar 18, 2025
Regulatory AUM changed
Rollins Financial Advisors, Llc reported RAUM $1.4B, up 30% from $1.1B (2024-05-24 to 2025-03-18)
Form ADVobserved 5 days ago
$319M
Occurred
Mar 19, 2024
Regulatory AUM changed
Rollins Financial Advisors, Llc reported RAUM $1.1B, up 25% from $848.3M (2023-09-27 to 2024-03-19)
Form ADVobserved 5 days ago
$215M
Occurred
Mar 20, 2023
Regulatory AUM changed
Rollins Financial Advisors, Llc reported RAUM $848.3M, down 31% from $1.2B (2022-03-23 to 2023-03-20)
Form ADVobserved 5 days ago
$-377M
Occurred
Jan 3, 2023
Advisor changed firm
Andrew Malone left Rollins Financial Advisors, Llc for Bip Wealth, Llc (registered 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Feb 8, 2021
First Form ADV filing
Rollins Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bc3fe61-86b7-8ab1-2b33-83240c93c78e
First observed: Feb 8, 2021
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROLLINS FINANCIAL ADVISORS, LLC

CRD 312921

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc3fe61-86b7-8ab1-2b33-83240c93c78e

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH RUMAGE ROLLINS

Chartered Financial Consultant

Atanta, GA

EDWARD J WILCOX

Certified Financial Planner|Chartered Financial Analyst

Atanta, GA

ROBERT ERNST SCHULTZ

Certified Financial Planner|Chartered Financial Consultant

Atanta, GA

SHELLEY R FIETSAM

n/a

Atlanta, GA

DANIELLE VAN LEAR SCHULTZ

Personal Financial Specialist

Atanta, GA

DeNay Jowell Gonzales

n/a

ATLANTA, GA

n/a

ALEXIS KRISTINA CHAMBERS

n/a

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOCUS OPERATING, LLC

Member

yes

02/2021

Apr 14, 2026

SCHULTZ, DANIELLE, VAN LEAR

CHIEF FINANCIAL OFFICER

yes

02/2021

Apr 14, 2026

SCHULTZ, ROBERT, ERNST

CHIEF OPERATIONS OFFICER

yes

02/2021

Apr 14, 2026

WILCOX, EDWARD, J

CHIEF COMPLIANCE OFFICER

yes

02/2021

Apr 14, 2026

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 20, 2023

May 24, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 20, 2023

May 24, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 20, 2023

May 24, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 20, 2023

May 24, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 20, 2023

May 24, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 20, 2023

May 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 20, 2023

May 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 20, 2023

May 24, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Feb 8, 2021

May 24, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Feb 8, 2021

May 24, 2024

ROLLINS, JOSEPH, RUMAGE

PRESIDENT/CEO

yes

02/2021

Feb 8, 2021

May 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

ROLLINS & VAN LEAR, P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$1.6B

n/a

2024

Mar 18, 2025

$1.4B

n/a

2023

Mar 19, 2024

$1.1B

n/a

2022

Mar 20, 2023

$848M

n/a

2021

Mar 23, 2022

$1.2B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.4B

14.9%

$848M

23.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROLLINS FINANCIAL INC

Apr 1, 2021

May 3, 2021

ATLANTA, GA

Firm absorbed

RIA to new firm

100.0%