RSI Advisors
Firm details
- Headquarters
- ,
- CRD number
- 283721
- Website
- rsiadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals60.24%
- HNWI39.76%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
RSI Advisors is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, market-timing services and client education through seminars and workshops. Its stated fee arrangements are varied — percentage of AUM, hourly, fixed fees and performance-based fees — which indicates the firm tailors pricing to client needs and may take incentive-aligned mandates when appropriate. Investment positioning is equity‑tilted: the adviser favors exchange‑traded equities as the primary vehicle for client portfolios, and uses a mix of liquid instruments to implement tactical and strategic exposures. The firm is not an active ESG investor and operates with a single office and a localized client focus rather than a multi‑state footprint.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Christopher Rockwell
Financial AdvisorCRD 6638543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations