{"url":"https://nivawealth.com/firms/rossjohnson-and-associates-297583","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297583","regulatoryAum":211615913,"crd":"297583","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7129742","suffix":null,"lastName":"Ross","firstName":"Corey","middleName":"Timothy"},{"crd":"2387120","suffix":null,"lastName":"ROSS","firstName":"PATRICK","middleName":"TERRENCE"},{"crd":"8205510","suffix":null,"lastName":"Ross","firstName":"Samuel","middleName":"Patrick"}],"total":3,"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":"2021-03-05","regulatoryAum":126810393,"clients":194,"employees":4,"offices":1},{"filedOn":"2022-02-01","regulatoryAum":133989797,"clients":193,"employees":4,"offices":1},{"filedOn":"2023-07-26","regulatoryAum":130244844,"clients":205,"employees":4,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":150495008,"clients":240,"employees":5,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":170415282,"clients":271,"employees":4,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":211615913,"clients":274,"employees":4,"offices":1}],"secFileNumber":"801-118296","legalName":"Rossjohnson 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They include 192 individual clients, 80 high-net-worth individuals, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rossjohnson & Associates offer?","answer":"Rossjohnson & Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rossjohnson & Associates charge?","answer":"Rossjohnson & Associates charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"PART 2A BROCHURE ROSSJOHNSON & ASSOCIATES, LLC, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rossjohnson & Associates use?","answer":"Rossjohnson & Associates’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $164M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rossjohnson & Associates have?","answer":"Rossjohnson & Associates has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Rossjohnson & Associates invest in?","answer":"At the end of its last fiscal year, Rossjohnson & Associates’ separately managed accounts held 50% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% cash and equivalents.","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 Rossjohnson & Associates?","answer":"Rossjohnson & Associates’ direct owner is Patrick Ross (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rossjohnson & Associates get paid?","answer":"Rossjohnson & Associates is paid through a percentage of assets under management and commissions. Its Form ADV lists no 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 Rossjohnson & Associates registered with the SEC?","answer":"Yes, Rossjohnson & Associates has been registered with the SEC as an investment adviser since 24 March 2020. Its CRD number is 297583 and its SEC file number is 801-118296.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Rossjohnson & Associates?","answer":"Rossjohnson & Associates’ main office is at 3380 Annapolis Lane, N B-100, Plymouth, MN 55447. Its phone number is 763-560-2127. 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