Firm profile

RS ASSET MANAGEMENT, LLC

COLORADO SPRINGS, COCRD 157768Latest ADV March 3, 2026

Rs Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 3, 2026, reports $107M in regulatory assets under management, 2 employees, and 251 accounts.

Assets Under Management
$107M
Employees
2
Offices
--
Total Clients
251
Primary office
COLORADO SPRINGS, CO
5731 SILVERSTONE TER, SUITE 280, COLORADO SPRINGS, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(719) 219-8444
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOWilliam E. Roark

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
168
2
HNWI
33.1%
83

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$107Mas of March 3, 2026
Discretionary100.0%
$107M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$107M
Total Accounts251
10Y AUM Change$-2M (-2.0%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee126:1
10Y Employee Change-1 (-33.3%)

* 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.