Storms & Rowdon Financial Services, Inc.

Overview

Storms & Rowdon Financial Services, Inc. is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It operates on multiple billing models — percentage of assets under management, hourly fees, and fixed fees — and identifies itself as a capital allocator, which suggests an emphasis on sourcing or directing client capital into third-party managers in addition to running in-house portfolios. The firm does not position itself as an ESG-focused investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices