ROCKPORT WEALTH ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$676M

Discretionary

$676M

100% of AUM

Avg account

$225K

Accounts

3,004

Employees

Advisory reps

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

FINTRX

Overview

Rockport Wealth Advisors is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients as well as institutional accounts, and it identifies itself as a capital allocator — meaning it selects and directs third-party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm charges a mix of fee structures: percentage of AUM, hourly fees, fixed fees and performance-based fees depending on the engagement. Rockport does not position itself as an active ESG investor. It lists a range of advisory activities consistent with a hybrid model that blends discretionary portfolio management and outsourced manager oversight.