CRD: 157768
RS Asset Management, LLC
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2011
- Office Locations
- 1
Office Locations
About RS Asset Management, LLC
RS Asset Management, LLC advises families, professionals, retirees, and business owners/entrepreneurs navigating liquidity events and post-exit planning. The firm uses its WMOS Framework (Document Decide Implement Review) to document accounts and cash flows, set objectives and guardrails, and maintain a disciplined review cadence with macro-aware risk controls. CEPA -led and built by founders with real exit and earn-out experience; custody through LPL Financial.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM EDDY ROARK
Chief Compliance Officer, Managing Member
- CRD
- #1627710
- Ownership
- 50% but less than 75%
SEAN ALLEN SOULVIE
Managing Member
- CRD
- #4080724
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,201,521 | $427,098 |
| Non-Discretionary | $0 | -- |
| Total | $107,201,521 | $427,098 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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