Overview
Assets Under Management: $286 million
Headquarters: GREAT BARRINGTON, MA
High-Net-Worth Clients: 55
Average Client Assets: $5 million
Frequently Asked Questions
ROCKINGSTONE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149592), ROCKINGSTONE ADVISORS LLC is subject to fiduciary duty under federal law.
ROCKINGSTONE ADVISORS LLC is headquartered in GREAT BARRINGTON, MA.
ROCKINGSTONE ADVISORS LLC serves 55 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, ROCKINGSTONE ADVISORS LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ROCKINGSTONE ADVISORS LLC manages $286 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, ROCKINGSTONE ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.21
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 232
Discretionary Accounts: 231
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149592
Last Filing Date: 2025-02-19 00:00:00
Website: https://rockingstoneadvisors.com