Rockhill Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$159,403,640
Total clients
26
100% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$6,130,909
About
Rockhill provides wealth management, investment management, financial planning, and retirement plan advisory to high‑net‑worth individuals, trusts, estates, charitable organizations and retirement plans. The firm manages about $159 million in discretionary assets and serves a relatively small number of client relationships.
The firm follows a goal‑based process with a primarily long‑term, passive orientation, constructing diversified portfolios largely with low‑cost mutual funds and ETFs while using individual stocks or bonds when they fit a client’s objectives. Rockhill manages client accounts on a discretionary basis, monitors portfolios continuously, and may employ unaffiliated independent managers or cash positions for tactical or tax‑related reasons.
Rockhill is notable for its exclusive focus on high‑net‑worth clients and does not serve non‑HNW individual retail clients, concentrating its services on a narrow client base that includes ERISA retirement plans for which it can act in a fiduciary capacity. The firm operates with a compact advisory structure led by a CFA charterholder and participates on an institutional custody platform that supplies operational and technology support.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fee up to $100,000 annually for wealth management services; Fixed fees for financial planning based on estimated hours.
$0 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.375%
$400 to $750 per hour for stand-alone financial planning engagements.
Account minimum: $2,000,000 Fee-only: Hourly fees range from $400 to $750 per hour; Fixed fees based on estimated hours for financial planning services; Flat fee up to $100,000 annually for wealth management services.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Rockhill Advisors LLC
9043 Village Way, Unit B
Victor ID 83445, United States
Number of offices
1
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