R
$174.2M Total AUM
$174.2M Disc. AUM
14.9% 3Y CAGR
2 Employees
24 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2017
- Office Locations
- 1
Office Locations
9043 Village WAY Unit B Victor ID
About Rockhill Advisors LLC
Rockhill Advisors LLC is an SEC-registered investment adviser led by Justin Bowersock, CFA. The firm provides investment and wealth planning, portfolio construction, and risk management for clients including entrepreneurs, with portfolios primarily implemented via ETFs and public funds alongside fixed-income/muni exposure. Custody relationships include Schwab and Morgan Stanley, and clients access a dedicated online portal.
Team overview
51 AVG AGE
$174.2M AVG AUM / ADVISOR
$7.3M AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
JUSTIN CHILES BOWERSOCK
Chief Compliance Officer, PRINCIPAL
- CRD
- #6439223
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,172,887 | $1,018,555 |
| Non-Discretionary | $0 | -- |
| Total | $174,172,887 | $1,018,555 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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