{
  "crd_number": 288789,
  "slug": "rockhill-advisors-llc-victor-id-288789",
  "primary_business_name": "ROCKHILL ADVISORS LLC",
  "legal_name": "ROCKHILL ADVISORS LLC",
  "dbas": [],
  "city": "Victor",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "39940",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-25",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 174172887.0,
  "raum_discretionary": 174172887.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1176459.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 519647.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 2712925.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 169763856.0,
      "count": 24
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/rockhill-advisors",
    "https://rockhill-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288789",
  "city_as_filed": "VICTOR",
  "url": "https://advisorcensus.com/firm/rockhill-advisors-llc-victor-id-288789",
  "display_name": "Rockhill Advisors LLC",
  "summary": "Rockhill Advisors LLC is an SEC-registered investment advisory firm in Victor, ID, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Rockhill Advisors LLC (CRD 288789): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Rockhill Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rockhill Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Rockhill Advisors LLC located?",
      "a": "Rockhill Advisors LLC's principal office is in Victor, ID, according to its Form ADV."
    },
    {
      "q": "Is Rockhill Advisors LLC registered with the SEC or a state?",
      "a": "Rockhill Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288789."
    },
    {
      "q": "How much does Rockhill Advisors LLC manage?",
      "a": "Rockhill Advisors LLC reports $174,172,887 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Rockhill Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Rockhill Advisors LLC: Regulatory assets under management: $101,817,346 in the October 2021 data and $174,172,887 in the October 2026 data, up 71%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rockhill Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (24)."
    },
    {
      "q": "Which custodians does Rockhill Advisors LLC use?",
      "a": "Rockhill Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rockhill Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288789"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 101817346.0,
      "total_employees": 2,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 123218914.0,
      "total_employees": 2,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 116037317.0,
      "total_employees": 2,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 149133381.0,
      "total_employees": 2,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159403640.0,
      "total_employees": 3,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 174172887.0,
      "total_employees": 2,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rockhill-advisors-llc-victor-id-288789.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 519647.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 169763856.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2712925.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1176459.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288789",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}