Garlikov Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$161,799,390
This total excludes 21 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
161
25% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
161
Very HighAverage account size
$1,004,965
About
The firm provides discretionary and non-discretionary investment management primarily for individual clients, high net worth individuals, trusts, businesses, and select charities, overseeing roughly $208 million in client assets across about 161 accounts. It offers portfolio management for traditional accounts and specializes in managing assets inside variable universal life insurance contracts, as well as charitable asset management and customized portfolios for insurance clients.
The firm's proprietary discretionary approach (the GARLIKOV Model) emphasizes capital preservation and conservative growth, with investment decisions made by an investment committee using technical indicators and fundamental analysis and generally holding positions longer than 30 days. For clients who choose customized strategies, the firm typically favors ETFs and index mutual funds, may employ a sector-rotation sleeve, and will tailor allocations subject to client restrictions and account minimums.
Notably, the firm is affiliated with an insurance broker and is linked to insurance carriers, and its principal is dually licensed as a registered representative of a broker-dealer and as an insurance agent—relationships that are explicitly disclosed and can create potential conflicts of interest. These insurance and broker‑dealer affiliations, plus the focus on actively managing subaccounts inside variable insurance contracts and the firm’s membership in an M Financial Group network, distinguish it from many peers that do not combine advisory services with insurance brokerage and broker‑dealer registration.
Client services
Portfolio management
Expertise
Concentrated stock management
Wealth management
Retirement income strategy
Fee options
$500 fixed annual fee for accounts up to $50,000
$0 - $50,000: $500 fixed fee $50,000 - $1,000,000: 1% annually $1,000,000 - $2,000,000: 1% on first $1M; 0.5% on excess $2,000,000 - $3,000,000: 1% on first $1M; 0.5% next $1M; 0.3% on excess $3,000,000 - $10,000,000: 1% on first $1M; 0.5% next $1M; 0.3% next $1M; 0.25% on excess $10,000,000+: Fee mutually agreed upon by client and GARLIKOV ADVISORS, INC.
Account minimum: $50,000 Minimum fee: $500 annual minimum fee for Fixed Income Only accounts
Main office location
Garlikov Advisors Inc
41 S High St Ste 3400
Columbus OH 43215, United States
Number of offices
1
Most active in
Garlikov Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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