ROSSJOHNSON & ASSOCIATES, LLC

Overview

Rossjohnson & Associates, LLC is an independent, SEC-registered advisory firm organized as an LLC and established in 2020. The firm operates as a capital allocator for both individual/family and institutional clients, combining fee-based advisory services (percentage of AUM) with commission-based business lines. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. In addition to investment advice, the firm engages in insurance brokerage and accounting activities. The firm reports an owner-managed structure and does not position itself as an ESG-focused or multi-state advisory practice. Its hybrid fee/commission model and ancillary insurance/accounting services suggest emphasis on integrated wealth management and product distribution alongside discretionary portfolio work.

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Public Holdings

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Location & Offices