Rocky Mountain Advisers, LLC

SRH Advisors, LLC (formerly Rocky Mountain Advisers, LLC) provides investment supervisory services and financial planning to individuals (both non‑HNW and high‑net‑worth), trusts, pension plans and other institutions, and also serves registered investment companies. Its offerings include discretionary portfolio management for private clients, household‑level asset allocation and financial planning, as well as sub‑advisory services to registered funds.

The firm typically manages private client accounts on a discretionary basis and applies a mix of fundamental, quantitative and technical analysis, with the use of options strategies such as covered calls where appropriate. It also operates as an index provider—maintaining the SRH US Quality GARP Index—and manages the Funds in accordance with their prospectuses and governance procedures.

Notable differences from many peers include an affiliation with Peak Trust Company (Alaska/Nevada), and a large portion of its assets under management held in adviser‑managed registered funds: approximately $2.21 billion in SRH Total Return Fund, Inc. (STEW) and $51.28 million in SRH REIT Covered Call ETF (SRHR) of roughly $2.96 billion in discretionary AUM, versus about $698 million in private client assets. The Adviser also serves as index licensor for an ETF, waives its advisory fees on private client assets invested in the Funds, and is wholly owned by the Susan L. Ciciora Trust following its December 2024 rebrand.