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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rise Advisors have?","answer":"Rise Advisors has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rise Advisors invest in?","answer":"At the end of its last fiscal year, Rise Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 8% pooled vehicles (private funds and similar), 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rise Advisors?","answer":"Rise Advisors’ direct owners are Mark Jones, Zachary Harrington and Stephanie Kelm, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rise Advisors get paid?","answer":"Rise Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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