Overview
Assets Under Management: $359 million
Headquarters: MELBOURNE, FL
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Frequently Asked Questions
ROSSBY FINANCIAL, 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 #324631), ROSSBY FINANCIAL, LLC is subject to fiduciary duty under federal law.
ROSSBY FINANCIAL, LLC is headquartered in MELBOURNE, FL.
ROSSBY FINANCIAL, LLC serves 104 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, ROSSBY FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
ROSSBY FINANCIAL, LLC manages $359 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, ROSSBY FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 804
Discretionary Accounts: 804
Regulatory Filings
CRD Number: 324631
Filing ID: 2023039
Last Filing Date: 2025-12-02 15:06:23
Website: 10