ROCKHILL ADVISORS LLC
Firm details
- Headquarters
- VICTOR, Idaho
- CRD number
- 288789
- Registered since
- March 25, 2021
- Website
- www.rockhill-advisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities20%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1JUSTIN BOWERSOCK
Founder & PrincipalCRD 6439223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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