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| Happy Holidays!! thanks for using AUM13F!! |
| Rogan & Associates Inc
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| CRD # | 42762 |
| SEC # | 801-69994 |
| CIK # | 0001034263 |
| AUM | $662.2 M (2025-03-27) |
| Employees | 16 (62% Investors, 62% Brokers) |
| Phone | 727-712-3400 |
| Address | 200 9th Avenue North Safety Harbor, FL 34695 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,655 | 397.8 |
| (b) Individuals (high net worth individuals) | 192 | 264.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,606 | 662.2 |
| By Discretionary | ||
| Discretionary | 2,606 | 662.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,606 | 662.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.2 | |
| Total | 2,606 | 662.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nymbus Capital Inc
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|
0.7 | |
|
Forthright Wealth Management LLC
✚
|
GA | 0.7 |
|
Rose Capital Advisors LLC
✚
|
FL | 0.7 |
|
Waypoint Wealth Counsel LLC
✚
|
GA | 0.7 |
|
Andrew Garrett Inc
✚
|
NY | 0.7 |
|
Wembley Strategic Advisory LLC
✚
|
NY | 0.7 |
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.7 |
|
Augustine Asset Management Inc
✚
|
FL | 0.7 |
|
Walsh & Associates LLC
✚
|
FL | 0.7 |