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| Rockhill Advisors LLC
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|
|---|---|
| CRD # | 288789 |
| SEC # | 801-120591 |
| CIK # | |
| AUM | $116.0 MM (2023-03-07) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 312-282-1040 |
| Address | 9043 Village Way Victor, ID 83445 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 115.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 116.0 |
| By Discretionary | ||
| Discretionary | 128 | 115.0 |
| Non-Discretionary | 1 | 1.0 |
| Total | 129 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 129 | 116.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Donato Wealth Management PLLC
✚
|
TX | 0.1 |
|
Astra Wealth Partners LLC
✚
|
NJ | 0.1 |
|
Municipal Asset Management Inc
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|
NY | 0.1 |
|
Risley Capital Management LLC
✚
|
MO | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Whalen Wealth Management Inc
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|
NV | 0.1 |
|
Zehnder Wealth Management LLC
✚
|
FL | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Maclendon Wealth Management LLC
✚
|
FL | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |