Rockport Wealth Advisors
Firm details
- Headquarters
- Fairview Park, Ohio
- CRD number
- 297122
- Registered since
- October 27, 2022
- Website
- rockportwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI56.8%
- Individuals42.22%
- Corporations / Businesses0.84%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rockport Wealth Advisors is an independent, SEC-registered RIA organized as an LLC and first registered in 2022. The firm serves both individual and institutional clients and positions itself as a capital allocator, combining financial planning and portfolio management with manager selection capabilities and educational programming. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting third-party advisers, and running seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. Rockport does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities29%
- Cash & Cash Equivalents4%
Contacts
3 of 8
Adam Stalnaker
Investment Advisor RepresentativeCRD 5675604
Andrew Smith
SolicitorCRD 8206036
Brian Ellis
Investment Advisor RepresentativeCRD 3004779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$672M in ETFs
83%
$556M
16%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX) | Strive | Active | Ultrashort Bond | $75.9M | 3,750,225 | 11.29% |
Location
Fairview Park, OH
Cuyahoga
Location
Fairview Park, OH
Headquartered in Fairview Park, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 22730 Fairview Center Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SKA Financial Services,Inc.
RIAFairview Park, OH
Demming Financial Services Corp.
RIAAurora, OH
Thor Wealth Management Inc
RIACincinnati, OH
Harvest Financial Advisors, LLC
RIAWest Chester, OH
RC Capital
RIACincinnati, OH
Trinity Financial Advisors LLC
RIAColumbus, OH