ROCKY HILL ADVISORS INC.
Firm details
- Headquarters
- PEABODY, Massachusetts
- CRD number
- 123242
- Registered since
- April 13, 2026
- Website
- www.rockyhilladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.8%
- Individuals32.3%
- Pension & Profit Sharing Plans2.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rocky Hill Advisors Inc. is a privately held corporate RIA that serves both individual/family clients and institutional accounts. The firm lists portfolio management for individuals, small businesses and for businesses or institutions as its primary advisory activities. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagements. Rocky Hill does not identify as an active ESG investor, is not a multi-state adviser, and reports it is not a capital allocator. The firm’s regulatory snapshot shows SEC registration in 2026 and an individual as the owner. Rocky Hill’s business model centers on direct portfolio management rather than large-scale manager-of-managers activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities64%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds9%
- US Government Bonds8%
Contacts
2 of 2PETER FERRIERO
President and OwnerCRD 1594347
KEVIN NUNES
Senior Consulting AssociateCRD 4597852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEABODY, MA
ESSEX
Location
PEABODY, MA
Headquartered in PEABODY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 7 Essex Green Dr
- Time zone
- ET (UTC-5)
- Office locations
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