ROLLINS FINANCIAL ADVISORS, LLC
CRD #312921 SEC #801-120482 ATLANTA, GA 404-892-7967
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
14
Clients
251
Accounts
1,011
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| ROLLINS, JOSEPH, RUMAGE | I | PRESIDENT/CEO | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, DANIELLE, VAN LEAR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHULTZ, ROBERT, ERNST | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILCOX, EDWARD, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (25)
AL AZ CA CO FL GA IL IN LA MA MD MS NC NE NH NJ NY OH OR PA SC TN TX VA WA
Address
3343 PEACHTREE ROAD NESUITE 500
ATLANTA, GA 30326
United States
Phone: 404-892-7967