Overview
Assets Under Management: $141 million
Headquarters: ORMOND BEACH, FL
High-Net-Worth Clients: 24
Average Client Assets: $3.5 million
Frequently Asked Questions
STORMS & ROWDON FINANCIAL SERVICES, INC. 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 #334690), STORMS & ROWDON FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
STORMS & ROWDON FINANCIAL SERVICES, INC. is headquartered in ORMOND BEACH, FL.
STORMS & ROWDON FINANCIAL SERVICES, INC. serves 24 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, STORMS & ROWDON FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
STORMS & ROWDON FINANCIAL SERVICES, INC. manages $141 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, STORMS & ROWDON FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.38%
Average Client Assets: $3.5 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 334690
Filing ID: 2049333
Last Filing Date: 2026-02-13 16:57:14