STORMS & ROWDON FINANCIAL SERVICES, INC.

Overview

Storms & Rowdon Financial Services, Inc. is an independent, privately owned registered investment adviser that acts as a capital allocator for individual, family and smaller institutional clients. The firm combines financial planning and discretionary portfolio management with a practice of selecting outside managers when needed, so its model blends in-house portfolio construction with third‑party manager access. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — which supports a mix of ongoing advisory relationships and project-based engagements. Investment preference is firmly skewed to publicly traded equities. The firm reports a clear equity orientation in its managed assets and runs separate managed accounts alongside pooled or mutual fund allocations. Storms & Rowdon also allocates to external alternative managers, principally hedge funds, as part of its broader tool kit. They list pension consulting and selection of other advisers among their advisory activities, indicating they will act as an intermediary between clients and specialized managers when necessary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices