|
⚲
|
| Keyboard |
| Rocky Hill Advisors Inc
✚
|
|
|---|---|
| CRD # | 123242 |
| SEC # | 801-135804 |
| CIK # | |
| AUM | 102.4 M (2026-05-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 978-531-5900 |
| Address | 7 Essex Green Drive Peabody, MA 01960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 33.1 |
| (b) Individuals (high net worth individuals) | 27 | 66.4 |
| (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 | 1 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 152 | 102.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 152 | 102.4 |
| Total | 152 | 102.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.4 | |
| Total | 152 | 102.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pearl Wealth Group LLC
✚
|
102.9 M | |
|
Opportunus Wealth Management LLC
✚
|
102.9 M | |
|
Fairchild Capital LLC
✚
|
OR | 102.8 M |
|
Dorian Investment Advisory LLC
✚
|
TN | 102.6 M |
|
Brazos Capital LLC
✚
|
TX | 102.5 M |
|
Stillwater Capital Management Corp
✚
|
CA | 102.5 M |
|
Capital Synergy Partners Inc
✚
|
CA | 102.3 M |
|
Betterman Digital Wealth Inc
✚
|
102.1 M | |
|
Haire Wealth Management Inc
✚
|
MS | 102.0 M |
|
Balanced Wealth Management LLC
✚
|
RI | 102.0 M |