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Firm profile

R.W. Roge & Company, Inc.

BOHEMIA, NYCRD 104645Latest ADV February 10, 2026

R.W. Roge & Company, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Bohemia, NY.

Assets Under Management
$419M
Employees
9
Offices
2 offices
Total Clients
332
Primary office
BOHEMIA, NY
ONE CORPORATE DRIVE, SUITE 101, BOHEMIA, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOSteven M. Roge
CCOSusan J. Roge
CIOSteven M. Roge

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
201
2
HNWI
36.4%
121
3
Pension Plans
3.0%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$419Mas of February 10, 2026
Discretionary94.2%
$395M
94% of total RAUM94.2%
Non-discretionary5.8%
$24M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$419M
Total Accounts827
10Y AUM Change+$198M (+89.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee37:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.