Wealth Manager
    SEC Registered
    Manages Private Funds

    Rocky Mountain Advisers, LLC

    Registered investment advisor · Salina, Kansas · CRD #148479

    Assets Under Management
    $3.1B
    Client Accounts
    440
    Employees
    9
    CRD Number
    148479
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rocky Mountain Advisers, LLC

    Rocky Mountain Advisers, LLC is a financial planning firm founded in 2011, specializing in investment advisory services and asset management with offices in Denver and Lebanon. It manages over $2 billion in assets and employs 2-10 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rocky Mountain Advisers, LLC

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    Frequently Asked Questions

    What is Rocky Mountain Advisers, LLC's AUM?

    Rocky Mountain Advisers, LLC reports approximately $3.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rocky Mountain Advisers, LLC headquartered?

    Rocky Mountain Advisers, LLC is headquartered in Salina, Kansas.

    What is Rocky Mountain Advisers, LLC's CRD number?

    Rocky Mountain Advisers, LLC's CRD number is 148479. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rocky Mountain Advisers, LLC manage?

    Rocky Mountain Advisers, LLC manages approximately 440 client accounts according to its latest SEC filing.

    Is Rocky Mountain Advisers, LLC SEC registered?

    Yes, Rocky Mountain Advisers, LLC is registered with the SEC as an investment adviser with an approved registration status.

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