Garlikov Advisors Inc
- Regulatory AUM
- $208M
- Discretionary
- $208M
- Clients
- 182
- Avg AUM / client
- $1.1M
- Accounts
- 182
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 121 | $31.9M | 15.4% |
| High net worth individuals | 40 | $130M | 62.6% |
| Charitable organizations | 11 | $4.7M | 2.27% |
| Corporations and other businesses | 10 | $41.1M | 19.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Edward Garlikov | President | May 1983 (43y) | 75% or more | |
| Fleisher, Carrie, Lee | Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Thomas Walter Kaiser | Registered representative | May 2011 (15y) | ||
| Matthew Robert Wolfe | Registered representative | Dec 2011 (15y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗