Rockhill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Rockhill Advisors reports 24 clients. They include 24 high-net-worth individuals. Of its assets, 100.0% ($174M across 171 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 97% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $520K | 0.3% | — |
| High-net-worth individuals | 24 | $170M | 97.5% | $7.07M |
| Pension and profit-sharing plans | Fewer than 5 | $2.71M | 1.6% | — |
| Charitable organizations | Fewer than 5 | $1.18M | 0.7% | — |
| Total | 24 | $174M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $520K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 24
- Regulatory AUM
- $170M
- AUM share
- 97.5%
- Avg. per client
- $7.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.71M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.18M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 24
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Rockhill Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Stand-alone financial planning is billed hourly at $400 to $750 per hour, or as a fixed fee, negotiable.
- Retirement Plan Advisory Services
- Retirement plan advisory fees are a percentage of plan assets not exceeding 1.00%, or a flat fee, set by agreement.
Justin Bowersock owns 75% or more of Rockhill Advisors. The leadership team of Rockhill Advisors includes Chief Compliance Officer Justin Bowersock. It has 2 employees, 1 of them in advisory roles.
Leadership
Justin BowersockPrincipal and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Rockhill Advisors LLC
Justin Bowersock
Control person · since May 2017
Rockhill Advisors’ regulatory assets grew 1.7× from $102M (June 2021) to $174M (February 2026); clients rose from 20 to 24 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $174M | 24 | 2 | 1 |
| March 2025 | $159M | 26 | 3 | 1 |
| March 2024 | $149M | 27 | 2 | 1 |
| March 2023 | $116M | 24 | 2 | 1 |
| January 2022 | $123M | 24 | 2 | 1 |
| June 2021 | $102M | 20 | 2 | 1 |
Besides its headquarters, Rockhill Advisors has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 9043 Village Way, Unit B, VictorHQ
Contact and registration details
- Legal name
- Rockhill Advisors LLC
- Headquarters
- 9043 Village Way, Unit B, Victor, ID 83445
- Website
- rockhill-advisors.com
- Phone
- 312-282-1040
- @rockhill-advisors
- SEC file
- 801-120591
- Structure
- Idaho LLC
- Fiscal year end
- December
Rockhill Advisors uses Charles Schwab ($174M) as custodian for its separately managed accounts. Rockhill Advisors has custody of $6.72M in client assets for 7 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $174M100%
At year end, Rockhill Advisors’ separately managed accounts were mostly in funds (74%) and stocks (21%).
What the accounts hold
- Stocks21%
- Exchange-traded equities20%
- Non-exchange-traded equities1%
- Funds74%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash2%
How many clients does Rockhill Advisors have?
Rockhill Advisors has 24 clients and manages $174 million for them, as of February 2026. They include 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Rockhill Advisors offer?
Rockhill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Rockhill Advisors use?
Rockhill Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $174M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Rockhill Advisors have?
Rockhill Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rockhill Advisors invest in?
At the end of its last fiscal year, Rockhill Advisors’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 2% state and local bonds, 2% cash and equivalents, 1% non-exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rockhill Advisors?
Rockhill Advisors’ direct owner is Justin Bowersock (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Rockhill Advisors get paid?
Rockhill Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Rockhill Advisors registered with the SEC?
Yes, Rockhill Advisors has been registered with the SEC as an investment adviser since 25 March 2021. Its CRD number is 288789 and its SEC file number is 801-120591.
Source: Form ADV Part 1A, Item 1, filed 25 February 2026; IAPD firm record
How do I contact Rockhill Advisors?
Rockhill Advisors’ main office is at 9043 Village Way, Unit B, Victor, ID 83445. Its phone number is 312-282-1040. Its website is rockhill-advisors.com.