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| Keyboard |
| Rowling & Associates LLC
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|---|---|
| CRD # | 308292 |
| SEC # | 801-118761 |
| CIK # | |
| AUM | 583.0 M (2026-06-09) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 619-295-0200 |
| Address | 1455 Frazee Road San Diego, CA 92108 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 87.1 |
| (b) Individuals (high net worth individuals) | 133 | 488.5 |
| (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 | 7.4 |
| (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 | 1,278 | 583.0 |
| By Discretionary | ||
| Discretionary | 1,138 | 545.8 |
| Non-Discretionary | 140 | 37.2 |
| Total | 1,278 | 583.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 581.5 | |
| Total | 1,278 | 583.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kreitler Financial LLC
✚
|
CT | 584.9 M |
|
Wellspring Wealth Management LLC
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|
GA | 584.8 M |
|
Twin Peaks Wealth Advisors LLC
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|
584.8 M | |
|
Freedom Fiduciaries LLC
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ID | 584.6 M |
|
Hobbs Group Advisors LLC
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|
SC | 584.4 M |
|
Fortress Private Ledger LLC
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|
NC | 584.0 M |
|
Howard Bailey Securities LLC
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|
IN | 582.8 M |
|
Addison Advisors LLC
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|
VT | 582.7 M |
|
55 North Private Wealth LLC
✚
|
FL | 581.3 M |
|
RTW Financial Advisors Inc
✚
|
TX | 581.0 M |