# Rockport Wealth Advisors

> 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.

- CRD: 297122
- Filed as: ROCKPORT WEALTH ADVISORS
- Legal name: Rockport Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairview Park, OH
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297122
- AdvisorCensus page: https://advisorcensus.com/firm/rockport-wealth-advisors-fairview-park-oh-297122

## Quick answers

**How is Rockport Wealth Advisors compensated?**
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.

**Where is Rockport Wealth Advisors located?**
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).

**Is Rockport Wealth Advisors registered with the SEC or a state?**
Rockport Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 297122.

**How much does Rockport Wealth Advisors manage?**
Rockport Wealth Advisors reports $676,427,261 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**How have Rockport Wealth Advisors' assets and staff changed since 2023?**
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.

**What types of clients does Rockport Wealth Advisors serve?**
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).

**Which custodians does Rockport Wealth Advisors use?**
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.

**Does Rockport Wealth Advisors report any disciplinary disclosures?**
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

**Does Rockport Wealth Advisors state an account minimum?**
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."

**What changed in Rockport Wealth Advisors' recent Form ADV filings?**
In the June 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The suggested account minimum for investment management services is $250,000 but can be negotiated based upon individual circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $676,427,261
- Discretionary: $676,427,261
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,364 | $285,606,452 |
| High net worth individuals | 248 | $384,200,760 |
| Charitable organizations | 2 | $911,637 |
| Corporations or other businesses not listed above | 9 | $5,708,412 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, IN, KY, LA, MI, NC, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Youngstown, OH

### Websites listed on Form ADV (Item 1.I)
- jarnoldwealth.com
- myrwinvest.com
- myrwplan.com
- rockportwealth.com
- Facebook @rockportwealth
- LinkedIn @rockportwealthadvisors
- LinkedIn linkedin.com
- LinkedIn @adam-stalnaker-1479707

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $123,049,000 | 6 | March 31, 2023 |
| October 2024 | $513,650,570 | 15 | September 6, 2024 |
| October 2025 | $568,661,117 | 15 | March 27, 2025 |
| October 2026 | $676,427,261 | 15 | May 29, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).

### April 2026
- 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.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rockport Wealth Advisors (CRD 297122): Form ADV filing data as of October 2026.