# Rowe Consulting Group, LLC

> Rowe Consulting Group, LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 155611
- Filed as: ROWE CONSULTING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155611
- AdvisorCensus page: https://advisorcensus.com/firm/rowe-consulting-group-llc-chicago-il-155611

## Quick answers

**How is Rowe Consulting Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rowe Consulting Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rowe Consulting Group, LLC located?**
Rowe Consulting Group, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Rowe Consulting Group, LLC registered with the SEC or a state?**
Rowe Consulting Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 155611.

**How much does Rowe Consulting Group, LLC manage?**
Rowe Consulting Group, LLC reports $10,713,486 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Rowe Consulting Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (5).

**Does Rowe Consulting Group, LLC report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,713,486
- Discretionary: $10,713,486
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $3,825,150 |
| High net worth individuals | 5 | $6,888,336 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, TN
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155611

### Websites listed on Form ADV (Item 1.I)
- enhanceddynamic.com
- enhancedhedge.com
- enhancedinvesting.com
- LinkedIn @david-strnad-cima-a2920b2
- LinkedIn @robertrowe

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rowe Consulting Group, LLC (CRD 155611): Form ADV filing data as of October 2026.