{
  "crd_number": 297122,
  "slug": "rockport-wealth-advisors-fairview-park-oh-297122",
  "primary_business_name": "ROCKPORT WEALTH ADVISORS",
  "legal_name": "ROCKPORT WEALTH, LLC",
  "dbas": [],
  "city": "Fairview Park",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-10-27",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 676427261.0,
  "raum_discretionary": 676427261.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 911637.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 285606452.0,
      "count": 1364
    },
    "high_net_worth_individuals": {
      "raum": 384200760.0,
      "count": 248
    },
    "corporations_other_businesses": {
      "raum": 5708412.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "IN",
    "KY",
    "LA",
    "MI",
    "NC",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/rockportwealth",
    "https://jarnoldwealth.com",
    "https://linkedin.com/company/rockportwealthadvisors",
    "https://linkedin.com/groups/12551110",
    "https://linkedin.com/in/adam-stalnaker-1479707",
    "https://myrwinvest.com",
    "https://myrwplan.com",
    "https://rockportwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297122",
  "city_as_filed": "FAIRVIEW PARK",
  "url": "https://advisorcensus.com/firm/rockport-wealth-advisors-fairview-park-oh-297122",
  "display_name": "Rockport Wealth Advisors",
  "summary": "Rockport Wealth Advisors is an SEC-registered investment advisory firm in Fairview Park, OH, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Rockport Wealth Advisors (CRD 297122): 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)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Rockport Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rockport Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Rockport Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 states: Hourly rate: $200 to $400 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Rockport Wealth Advisors located?",
      "a": "Rockport Wealth Advisors' principal office is in Fairview Park, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Rockport Wealth Advisors registered with the SEC or a state?",
      "a": "Rockport Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 297122."
    },
    {
      "q": "How much does Rockport Wealth Advisors manage?",
      "a": "Rockport Wealth Advisors reports $676,427,261 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Rockport Wealth Advisors' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Rockport Wealth Advisors: Regulatory assets under management: $123,049,000 in the October 2023 data and $676,427,261 in the October 2026 data, up 450%. Total employees: 6 in October 2023 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rockport Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,364); high net worth individuals (248); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Rockport Wealth Advisors use?",
      "a": "Rockport Wealth Advisors' 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 Rockport Wealth Advisors 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/297122"
    },
    {
      "q": "Does Rockport Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 says: \"The suggested account minimum for investment management services is $250,000 but can be negotiated based upon individual circumstances.\""
    },
    {
      "q": "What changed in Rockport Wealth Advisors' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2))."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 123049000.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513650570.0,
      "total_employees": 15,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 568661117.0,
      "total_employees": 15,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 676427261.0,
      "total_employees": 15,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2))."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name J Arnold Wealth Management.",
        "Regulatory assets under management went from $568,661,117 to $676,427,261 (+19%).",
        "Registered or notice-filed in LA, NY, TN, VA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $400 an hour (Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The suggested account minimum for investment management services is $250,000 but can be negotiated based upon individual circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $400 an hour (Financial Planning)"
        ],
        "quotes": [
          "The Advisor’s negotiable hourly fee ranges between $200 - $400. The fee rate will be determined and agreed upon at engagement, based on the scope and/or complexity of services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 400.0,
          "period": "hour",
          "service": "Financial Planning"
        }
      ]
    },
    "quotes": [
      "The suggested account minimum for investment management services is $250,000 but can be negotiated based upon individual circumstances.",
      "The Advisor’s negotiable hourly fee ranges between $200 - $400. The fee rate will be determined and agreed upon at engagement, based on the scope and/or complexity of services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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/rockport-wealth-advisors-fairview-park-oh-297122.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1364,
      "fewer_than_5": false,
      "raum": 285606452.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 248,
      "fewer_than_5": false,
      "raum": 384200760.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 911637.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 5708412.0
    }
  ],
  "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/297122",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}