# Rosenblum Silverman Sutton SF Inc

> Rosenblum Silverman Sutton SF Inc is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 105774
- Filed as: ROSENBLUM SILVERMAN SUTTON SF INC
- Also doing business as: RSS INVESTMENT COUNSEL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105774
- AdvisorCensus page: https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774

## Quick answers

**How is Rosenblum Silverman Sutton SF Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Rosenblum Silverman Sutton SF Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Rosenblum Silverman Sutton SF Inc located?**
Rosenblum Silverman Sutton SF Inc's principal office is in San Francisco, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rosenblum Silverman Sutton SF Inc registered with the SEC or a state?**
Rosenblum Silverman Sutton SF Inc is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105774.

**How much does Rosenblum Silverman Sutton SF Inc manage?**
Rosenblum Silverman Sutton SF Inc reports $486,644,882 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Rosenblum Silverman Sutton SF Inc's assets and staff changed since 2021?**
In the Form ADV data for Rosenblum Silverman Sutton SF Inc: Regulatory assets under management: $482,925,503 in the October 2021 data and $486,644,882 in the October 2026 data, up 1%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rosenblum Silverman Sutton SF Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (107); individuals (other than high net worth individuals) (52).

**Which custodians does Rosenblum Silverman Sutton SF Inc use?**
Rosenblum Silverman Sutton SF Inc'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.

**Does Rosenblum Silverman Sutton SF Inc 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/105774

**Does Rosenblum Silverman Sutton SF Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "RSS has established a minimum account size requirement of $500,000. Multiple accounts for the same client may be aggregated to reach this threshold."

**What changed in Rosenblum Silverman Sutton SF Inc's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Concord, CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $500,000

> RSS has established a minimum account size requirement of $500,000. Multiple accounts for the same client may be aggregated to reach this threshold.

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: $486,644,882
- Discretionary: $486,644,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $23,132,656 |
| High net worth individuals | 107 | $460,527,542 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,984,684 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1984 (42 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Concord, CA

### Websites listed on Form ADV (Item 1.I)
- [rssic.com](https://rssic.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $482,925,503 | 6 | May 3, 2021 |
| October 2022 | $521,056,271 | 6 | June 29, 2022 |
| October 2023 | $341,567,643 | 6 | September 6, 2023 |
| October 2024 | $381,995,331 | 6 | August 31, 2024 |
| October 2025 | $459,502,012 | 5 | February 28, 2025 |
| October 2026 | $486,644,882 | 5 | September 24, 2026 |

Regulatory assets under management: $482,925,503 in the October 2021 data and $486,644,882 in the October 2026 data, up 1%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Concord, CA.

### March 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosenblum Silverman Sutton SF Inc (CRD 105774): Form ADV filing data as of October 2026.