GARLIKOV ADVISORS INC
SEC RegisteredWe Help Create, Preserve & Manage Fiscal Opportunity, Value & Security
About the firm
Since 1978, The Garlikov Companies is a family of privately held financial services companies located in Columbus, Ohio, that helps clients Create, Preserve and Manage Fiscal Opportunity, Value and Security through investments with expertise in financial products and insurance. The firm has earned its reputation as trusted capital advisors through conservative and effective money management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, insurance advisory services (including traditional life insurance, variable life and annuities), and securities products; partnering with clients and their other advisors for comprehensive financial services.
Who they serve
Successful entrepreneurs, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 121 | $32M |
| High Net Worth Individuals | 40 | $130M |
| State/Municipal Entities | 11 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $50,000 | 0.00% |
| Between $50,000 and $1,000,000 | 1.00% |
| Between $1,000,000 and $2,000,000 (on excess over $1M) | 0.50% |
| Between $2,000,000 and $3,000,000 (on excess over $2M) | 0.30% |
| Between $3,000,000 and $10,000,000 (on excess over $3M) | 0.25% |
| Over $10,000,000 | 0.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GARLIKOV ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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