A complete list of active advisors currently associated with Rockingstone Advisors

Warmer can help you find a great advisor at Rockingstone Advisors or one who fits your needs even better.

Rockingstone Advisors is an SEC-registered investment adviser that manages approximately $280 million for roughly 61 clients, primarily high-net-worth and individual investors, as well as trusts, retirement plans and select OCIO engagements. The firm provides discretionary portfolio management across multiple asset classes—equities, fixed income, hybrids, alternatives, real estate and digital assets—and historically offered corporate advisory services before discontinuing that offering in late 2023. The firm follows a multi-step, actively managed investment process that begins with strategic asset allocation, incorporates tactical adjustments and sub-asset diversification, and proceeds to security and digital‑asset selection, execution and ongoing monitoring. Rockingstone routinely employs active techniques including short sales, options and other derivatives, and it may use borrowing (margin) in separately managed accounts; it also operates a digital-asset program requiring client accounts with a digital‑asset custodian. What is noteworthy relative to many supported peers is that Rockingstone advertises performance results and explicitly discloses the use of borrowing and derivatives in separately managed accounts—practices that are relatively uncommon in the peer group. The firm also serves as an OCIO for select clients and in 2025 reclassified about $22 million from assets under advisement to discretionary assets under management, reflecting that institutional oversight role.

To learn more about the advisors currently working at Rockingstone Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.