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| Keyboard |
| RS Petrell & Associates LLC
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|---|---|
| CRD # | 143462 |
| SEC # | 801-70011 |
| CIK # | |
| AUM | 159.1 M (2026-02-04) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 315-218-7350 |
| Address | 5784 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 17.5 |
| (b) Individuals (high net worth individuals) | 118 | 138.2 |
| (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 | 4 | 3.4 |
| (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 | 446 | 159.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 446 | 159.1 |
| Total | 446 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 446 | 159.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
WITT Financial Group LLC
✚
|
TN | 160.5 M |
|
Sherman Wealth Management LLC
✚
|
MD | 160.3 M |
|
City Center Advisors LLC
✚
|
MI | 160.2 M |
|
Pendleton Financial LLC
✚
|
NC | 160.0 M |
|
Spectrum Advisors Inc
✚
|
TX | 160.0 M |
|
Blue Water Capital Management LLC
✚
|
NC | 159.8 M |
|
Retirement Solutions Group Inc
✚
|
TN | 159.6 M |
|
Fairway Financial LLC
✚
|
FL | 159.6 M |
|
Verus Capital Ventures Inc
✚
|
TX | 158.7 M |
|
Provident Living Financial Services Inc
✚
|
UT | 158.1 M |