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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-10-2018
- Office Locations
- 4
Office Locations
About Rockport Wealth Advisors
Rockport Wealth Advisors is an independent RIA providing financial planning and discretionary investment management, with tailored strategies for business owners and multi‑generation families. The firm emphasizes tax-aware planning and real estate–oriented solutions, including 1031 exchange and Opportunity Zone investing, alongside diversified portfolios using public funds and ETFs. Custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
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Custodian
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Platform
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Owner & Executives
THOMAS VALENTINE DAVID
Chief Compliance Officer, President, Senior Wealth Advisor
- CRD
- #5648448
- Ownership
- Less than 5%
JOSEPH JOHN KOVACH
--
- CRD
- #2620971
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHAEL ALLEN CURLEY SR
--
- CRD
- #3259110
BRIAN PATRICK ELLIS
--
- CRD
- #3004779
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $676,427,261 | $225,176 |
| Non-Discretionary | $0 | -- |
| Total | $676,427,261 | $225,176 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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