Firm profile

ROCKHILL ADVISORS LLC

VICTOR, IDCRD 288789Latest ADV February 25, 2026

Rockhill Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, ID. Its latest Form ADV filing, dated February 25, 2026, reports $174M in regulatory assets under management, 2 employees, and 171 accounts.

Assets Under Management
$174M
Employees
2
Offices
--
Total Clients
24
Primary office
VICTOR, ID
9043 VILLAGE WAY, UNIT B, VICTOR, ID, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJustin C. Bowersock

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting 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 segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
24
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$174Mas of February 25, 2026
Discretionary100.0%
$174M
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$174M
Total Accounts171
10Y AUM Change+$72M (+71.1%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee12:1
10Y Employee Change0 (0.0%)

* 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.