Rossjohnson & Associates, LLC

Overview

Rossjohnson & Associates, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining fee-based portfolio management with commission activities. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm also performs insurance brokerage and accounting functions as part of its business mix. Rossjohnson & Associates uses a mixed fee structure (percentage of AUM) alongside commission-based products. It does not identify as an active ESG investor, and it reports an ownership structure tied to an individual. The firm is not registered as a multi-state adviser and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives