Folionet Advisers Llc
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $23.8M
- Discretionary
- $23.8M
- Clients
- 1,058
- Avg AUM / client
- $22.5K
- Accounts
- 1,058
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,058 | $23.8M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juan L Santos | Registered representative | Jul 2019 (7y) | ||
| Antonella Pisano Contreras | Registered representative | Nov 2023 (3y) | ||
| Rodrigo Franco Lopez | Registered representative | Jan 2026 (1y) | ||
| Juan Fidel Del Valle Alvarez Escontrela | Registered representative | Jan 2026 (1y) |
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) | 03/30/2026 | 1.12 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Apex Clearing $7.3M (31% of AUM) Mar 2026
- Stonex Financial Inc. $3.3M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗