{"url":"https://nivawealth.com/firms/rockhill-advisors-288789","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288789","regulatoryAum":174172887,"crd":"288789","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6439223","suffix":null,"lastName":"BOWERSOCK","firstName":"JUSTIN","middleName":"CHILES"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-03","regulatoryAum":101817346,"clients":20,"employees":2,"offices":1},{"filedOn":"2022-01-31","regulatoryAum":123218914,"clients":24,"employees":2,"offices":1},{"filedOn":"2023-03-07","regulatoryAum":116037317,"clients":24,"employees":2,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":149133381,"clients":27,"employees":2,"offices":1},{"filedOn":"2025-03-06","regulatoryAum":159403640,"clients":26,"employees":3,"offices":1},{"filedOn":"2026-02-25","regulatoryAum":174172887,"clients":24,"employees":2,"offices":1}],"secFileNumber":"801-120591","legalName":"Rockhill Advisors LLC","displayName":"Rockhill Advisors","slug":"rockhill-advisors-288789","website":"https://rockhill-advisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/rockhill-advisors/","founded":null,"organization":"Idaho limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9043 Village Way, Unit B","city":"Victor","state":"ID","stateName":"Idaho","country":"United States","postalCode":"83445"},"tradeNames":[],"registration":{"secApproved":"25 March 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negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011753","versionId":1011753,"submittedOn":"2026-02-25","documentName":"ROCKHILL ADVISORS LLC BROCHURE"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory fees are a percentage of plan assets not exceeding 1.00%, or a flat fee, set by agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011753","versionId":1011753,"submittedOn":"2026-02-25","documentName":"ROCKHILL ADVISORS LLC BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:48:43.700187+00:00","documents":[{"name":"ROCKHILL ADVISORS LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011753","versionId":1011753,"submittedOn":"2026-02-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":174172887}],"custodyNote":"Rockhill Advisors has custody of $6.72M in client assets for 7 clients.","leadership":[{"name":"Justin Bowersock","title":"Principal and Chief Compliance Officer","crd":"6439223"}],"ownership":[{"label":"Justin Bowersock","detail":"Principal and chief compliance officer in the 75% or more ownership band and a control person, since May 2017."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Idaho","offices":1,"addresses":[{"street":"9043 Village Way, Unit B","city":"Victor","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-282-1040","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":74},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"25 February 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They include 24 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rockhill Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Rockhill Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rockhill Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rockhill Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rockhill Advisors?","answer":"Rockhill Advisors’ direct owner is Justin Bowersock (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rockhill Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Rockhill Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Rockhill Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}