CRD: 334690
Storms & Rowdon Financial Services, Inc.
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- Custodian
- Raymond James ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2025
- Office Locations
- 1
Office Locations
About Storms & Rowdon Financial Services, Inc.
Storms & Rowdon Financial Services, Inc. is a Florida-based RIA providing investment advisory services to clients nationwide. The firm focuses on wealth management and planning, including insurance and charitable giving, and serves client needs such as entrepreneurs. Portfolios skew heavily to ETFs alongside mutual funds and asset-allocation approaches, with client access offered via the Raymond James portal.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
WADE LEE ROWDON
Financial Advisor, President
- CRD
- #3215621
- Ownership
- 50% but less than 75%
KEITH JOHN STORMS
Chief Compliance Officer, Financial Advisor, VICE PRESIDENT
- CRD
- #1482504
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert George Hallock
--
- CRD
- #8173164
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,159,549 | $343,454 |
| Non-Discretionary | $0 | -- |
| Total | $141,159,549 | $343,454 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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