ROCKHILL ADVISORS LLC

RIASEC RegisteredEst. 2021
Total AUM
$174M
Discretionary
$174M
100% of AUM
Avg account
$1M
Accounts
171
Employees
2
Advisory reps
1

Firm details

Headquarters
VICTOR, Idaho
CRD number
288789
Registered since
March 25, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.47%
  • Pension & Profit Sharing Plans1.56%
  • Charitable Organizations0.68%
  • Individuals0.3%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Rockhill Advisors LLC is an independent registered investment adviser that serves individual and family clients with a focus on discretionary portfolio management and financial planning. The firm acts as a capital allocator: it builds core portfolios using public mutual funds and supplements those exposures with targeted allocations to external alternative managers. Advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting services, and the selection of third‑party advisers when clients require manager expertise beyond the firm’s in‑house capabilities. Rockhill bills through a mix of percentage‑of‑AUM, hourly, and fixed fees, and it is not listed as an active ESG investor. Investment decisioning appears oriented toward manager selection and implementation rather than direct securities trading at scale. That manager selection role, together with the firm’s activity as a capital allocator, suggests Rockhill emphasizes due diligence on third‑party strategies and building multi‑manager portfolios to meet client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 20%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities20%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Contacts

1 of 1
  • JUSTIN BOWERSOCK

    Founder & PrincipalCRD 6439223

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VICTOR, ID

TETON

Location

VICTOR, ID

Headquartered in VICTOR, ID, in the West of the United States.

Region
West
County
TETON
Address
9043 Village Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth