Storms & Rowdon Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$141,159,549
Total clients
222
11% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$635,854
About
Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $141,159,549 in client assets for about 222 clients and offers portfolio construction, ongoing supervision, and referrals to unaffiliated specialists when appropriate.
The firm constructs customized portfolios using a mix of fundamental, technical and charting analysis and generally pursues a long-term orientation while permitting shorter-term trading for rebalancing or specific objectives. Portfolios may include individual stocks, ETFs, bonds and, where suitable, alternative investments, options, structured products, and allocations to independent managers; all assets are managed on a discretionary basis.
Noteworthy features for a small, recently formed advisory firm include its 2025 founding by advisors with prior broker-dealer experience and its institutional relationship with Raymond James, through which the firm receives research and platform support. The firm’s principals are also licensed insurance professionals who may earn commission-based compensation (reported as taking about 10% of their time), and one principal provides unpaid chaplain services to a minor-league baseball team (about 5% of time); these outside activities and the custodian relationship are disclosed in the brochure and are addressed through the firm’s compliance policies.
Client services
Expertise
Fee options
Fixed fees negotiated based on expected hours for financial planning
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually $10,000,001 - $15,000,000: 0.65% annually $15,000,001+: Negotiable
$200 to $300 per hour
Fee-only: Investment advisory fees and financial planning fees (hourly $200-$300/hour or negotiated fixed fees)
Main office location
Storms & Rowdon Financial Services, Inc.
1230 U.S. Highway 1, Ste 5
Ormond Beach FL 32174, United States
Number of offices
1
Most active in
Florida · Georgia · New Hampshire · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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