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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2018
- Office Locations
- 1
Office Locations
About Rossjohnson & Associates, LLC
RossJohnson & Associates is an RIA specializing in wealth accumulation, distribution, and conservation for individuals, families, and business owners. They provide full-lifecycle financial planning with continuous monitoring, including tax and estate planning and insurance needs. Investment implementation centers on asset allocation using mutual funds, ETFs, and fixed income, with SEI custody. Founded by Pat Ross and Tony Johnson, each with 30+ years in financial services.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK TERRENCE ROSS
Chief Compliance Officer, Owner, Partner
- CRD
- #2387120
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIC WILLIAM MARQUARDT
Advisor
- CRD
- #4184598
Corey Timothy Ross
Advisor
- CRD
- #7129742
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,339,465 | $339,404 |
| Non-Discretionary | $6,276,448 | $3,138,224 |
| Total | $211,615,913 | $348,626 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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