# Rockcrest Financial LLC

> Rockcrest Financial LLC is a state-registered investment advisory firm in Somers Point, NJ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 282360
- Filed as: ROCKCREST FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Somers Point, NJ
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282360
- AdvisorCensus page: https://advisorcensus.com/firm/rockcrest-financial-llc-somers-point-nj-282360

## Quick answers

**How is Rockcrest Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rockcrest Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Rockcrest Financial LLC located?**
Rockcrest Financial LLC's principal office is in Somers Point, NJ, according to its Form ADV.

**Is Rockcrest Financial LLC registered with the SEC or a state?**
Rockcrest Financial LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282360.

**How much does Rockcrest Financial LLC manage?**
Rockcrest Financial LLC reports $44,328,918 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Rockcrest Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (25).

**Does Rockcrest Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282360

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $44,328,918
- Discretionary: $44,328,918
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $24,473,204 |
| High net worth individuals | 25 | $19,855,714 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rockcrestfinancial.com
- Facebook @ROCKCRESTFINANCIAL
- Instagram @personalfinanceceo
- LinkedIn @rockcrest-financial-llc
- LinkedIn @aiden-boorstein-089838254
- LinkedIn @stevenaboorstein
- TikTok @personalfinanceceo
- X @ROCKCRESTFIN
- YouTube @PersonalFinanceCEO

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rockcrest Financial LLC (CRD 282360): Form ADV filing data as of October 2026.