$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
2 Employees
154 ADV. Clients
21 yrs Firm Age
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- Custodian
- Altruist · Axos · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2005
- Office Locations
- 1
Office Locations
1246 NE 7TH Street Suite B Grants Pass OR
About Rogue Advisors, LLC
Rogue Advisors, LLC is a fee-only, fiduciary RIA based in Grants Pass, Oregon, providing holistic financial planning and discretionary investment management for families, retirees, and business owners in the Rogue Valley and beyond (subject to registration). Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds, with custody support including Schwab.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$519.5K AVG AUM / CLIENT
13 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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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
Cameron Louis Marzi
Chief Compliance Officer, Financial Planner
- CRD
- #7420574
- Ownership
- 75% or more
Available
Available
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T
TODD WILLIAM THOMPSON
Financial Advisor
- CRD
- #4955980
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,004,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,004,878 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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