CRD: 149592
Rockingstone Advisors
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2009
- Office Locations
- 2
Office Locations
About Rockingstone Advisors
Rockingstone Advisors LLC is an SEC-registered, fee-only boutique asset manager co-managed by Brandt Sakakeeny and Eric Katzman, CFA. The firm runs multi-asset separate-account strategies for high net worth individuals, families, and small institutions, using a rigorous top-down and bottom-up research process to target relative value and mispriced assets across equities, fixed income, commodities, currencies, private equity, and real estate. Publishes an Investor Quarterly.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDT AUGUSTUS SAKAKEENY
Advisor, Chief Compliance Officer
- CRD
- #1709197
- Ownership
- 50% but less than 75%
MARGARET C SAKAKEENY
Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,098,256 | $989,746 |
| Non-Discretionary | $0 | -- |
| Total | $280,098,256 | $989,746 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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