Rockport Wealth Advisors
Firm details
- Headquarters
- Fairview Park, Ohio
- CRD number
- 297122
- Registered since
- October 27, 2022
- Website
- rockportwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI56.8%
- Individuals42.22%
- Corporations / Businesses0.84%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rockport Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and the option for performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds67%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$649M in ETFs
82%
$533M
18%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX) | Strive | Active | Ultrashort Bond | $73.9M | 3,665,016 | 11.39% |
Location
Fairview Park, OH
Cuyahoga
Location
Fairview Park, OH
Headquartered in Fairview Park, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 22730 Fairview Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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