AA Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and insurance. Financial planning was provided to 700 clients last fiscal year.
AA Financial Advisors reports 968 clients. They include 755 individual clients, 189 high-net-worth individuals, and 16 corporations and other businesses. Of its assets, 86.0% ($1.22B across 2,357 accounts) are managed with discretion; $198M across 460 accounts are not. It advised 50 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 24% |
| High-net-worth individuals | 20% | 73% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 755 | $341M | 24.0% | $452K |
| High-net-worth individuals | 189 | $1.04B | 73.1% | $5.49M |
| Pension and profit-sharing plans | Fewer than 5 | $2.55M | 0.2% | $2.55M |
| Charitable organizations | 7 | $8.94M | 0.6% | $1.28M |
| Corporations and other businesses | 16 | $28.9M | 2.0% | $1.8M |
| Total | 968 | $1.42B | 100% | — |
- Clients
- 755
- Regulatory AUM
- $341M
- AUM share
- 24.0%
- Avg. per client
- $452K
- Clients
- 189
- Regulatory AUM
- $1.04B
- AUM share
- 73.1%
- Avg. per client
- $5.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.55M
- AUM share
- 0.2%
- Avg. per client
- $2.55M
- Clients
- 7
- Regulatory AUM
- $8.94M
- AUM share
- 0.6%
- Avg. per client
- $1.28M
- Clients
- 16
- Regulatory AUM
- $28.9M
- AUM share
- 2.0%
- Avg. per client
- $1.8M
Total
- Clients
- 968
- Regulatory AUM
- $1.42B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 50
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 700
AA Financial Advisors charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting Services
- Pension consulting fees are negotiable and the rate is documented in the advisory agreement.
- UltraVision Club
- Monthly dues vary by Club Level as set in the membership agreement; Level C has no monthly fee and is priced by the work requested.
- UltraVision System
- Fixed fees for The UltraVision System are set in the client's services agreement, vary by facts and complexity, and are collected up front.
F7 Company LLC owns 75% or more of AA Financial Advisors. The leadership team of AA Financial Advisors includes President Jesse Wohl and Chief Compliance Officer Ralph Antolino. It has 31 employees, 12 of them in advisory roles.
Leadership
- Jesse WohlPresident
- Ralph AntolinoChief Compliance Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Axel Agami Contreras
- Ralph Antolino JR
- Maureen Elizabeth Armstrong
- Nicholas Robert Bowden
- Brandon Michael Boychuk
- Amber Friedman Braatz
- Jason Dean Burkholder
- Ian Matthew Erdman
- Douglas William Finley
- Christian Michael Hertl
- Jack Steven Hewitt
- Jason Witt
Staff
- 31 employees
- 12 in advisory functions
- 12 state-registered reps
- 10 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Aa Financial Advisors, LLC
F7 Company LLC
Control person · since January 2018
Ralph Antolino
Managing member / beneficial owner · Control person · since January 2013
AA Financial Advisors’ regulatory assets grew 1.9× from $733M (May 2022) to $1.42B (September 2026); clients rose from 648 to 968 and employees from 14 to 31. Between 2025 and 2026, 2 advisory firms joined it. The largest by last filed assets was Finley Wealth Management (Finley Wealth Advisors) ($120M, December 2025). The most recent was New Legacy Financial Group, in July 2026.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.42B | 968 | 31 | 10 |
| July 2025 | $1.01B | 814 | 20 | 7 |
| May 2024 | $864M | 761 | 18 | 5 |
| March 2023 | $725M | 740 | 14 | 2 |
| May 2022 | $733M | 648 | 14 | 2 |
Firms that joined
20261 joined
- New Legacy Financial GroupNo filed AUM
20251 joined
- Finley Wealth Management (Finley Wealth Advisors)Last filed AUM $120M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, AA Financial Advisors has 9 offices (4 private residences, listed without an address), with 6 listed addresses in Florida, Kentucky and Ohio.
Ohio · 3 listed addresses
- 150 E. Broad St., Suite 100, ColumbusHQ
- 414 Second Ave., Gallipolis
- 133 S. Milton Street, Smithville
Florida · 2 listed addresses
- 10600 Chevrolet Way, Estero
- 780 Fifth Avenue, Naples
Kentucky · 1 listed address
- 15200 Porter RD, Verona
Contact and registration details
- Legal name
- Aa Financial Advisors, LLC
- Headquarters
- 150 E. Broad St., Suite 100, Columbus, OH 43215
- Website
- antolino.com
- Phone
- 614-442-3355
- @antolino-&-associates
- SEC file
- 801-125806
- Founded
- 1985
- Structure
- Ohio LLC
- Fiscal year end
- December
AA Financial Advisors uses Charles Schwab ($1.11B) as custodian for its separately managed accounts. AA Financial Advisors has custody of $898M in client assets for 762 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.11B100%
At year end, AA Financial Advisors’ separately managed accounts were mostly in funds (74%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $832M across 230 positions; the largest are Vanguard Index Fds (5.9%), Capital Group Dividend Value (5.5%) and Capital Group Growth ETF (5.1%).
What the accounts hold
- Stocks14%
- Funds74%
- Bonds1%
- Cash10%
- Other1%
- State/local bonds, inv grade bonds and derivatives that make up less than 1%1%
Reported 13F holdings
- $832M
- Reported 13F value
- 230
- Positions
- 37.2%
- In the 10 largest
- +17.1%
- Value vs. prior quarter
- Vanguard Index Fds · Small CP ETF5.9%
- Capital Group Dividend Value · Shs Creat Unit5.5%
- Capital Group Growth ETF · Shs Creat Unit5.1%
- Dimensional ETF Trust · US Cor Equ 2 ETF3.9%
- iShares TR · Core S&P Mcp ETF3.7%
- Capital Group Core Equity ET · Shs Creat Unit3.2%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD2.7%
- Vanguard Intl Equity Index F · TT Wrld ST ETF2.5%
- Vanguard Index Fds · Total Stk Mkt2.5%
- Dimensional ETF Trust · Intl Core Equity2.4%
Together, the ten largest are 37.2% of reported value.
How many clients does AA Financial Advisors have?
AA Financial Advisors has 968 clients and manages $1.42 billion for them, as of September 2026. They include 755 individual clients, 189 high-net-worth individuals, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does AA Financial Advisors offer?
AA Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does AA Financial Advisors charge?
AA Financial Advisors charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does AA Financial Advisors use?
AA Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.11B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does AA Financial Advisors have?
AA Financial Advisors has 12 investment adviser representatives registered with state securities authorities, out of 31 employees, and 12 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AA Financial Advisors invest in?
At the end of its last fiscal year, AA Financial Advisors’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: State/Local Bonds, Inv Grade Bonds and Derivatives That Make Up Less Than 1%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AA Financial Advisors?
AA Financial Advisors’ direct owner is F7 Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does AA Financial Advisors get paid?
AA Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is AA Financial Advisors registered with the SEC?
Yes, AA Financial Advisors has been registered with the SEC as an investment adviser since 3 June 2022. Its CRD number is 119829 and its SEC file number is 801-125806.
Source: Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record
How do I contact AA Financial Advisors?
AA Financial Advisors’ main office is at 150 E. Broad St., Suite 100, Columbus, OH 43215. Its phone number is 614-442-3355. Its website is antolino.com.