FAIRVIEW PARK, OHCRD 297122Latest ADV March 23, 2026
Rockport Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairview Park, OH. Its latest Form ADV filing, dated March 23, 2026, reports $676M in regulatory assets under management, 15 employees, 3 offices, and 3,004 accounts.
Assets Under Management
$676M
Employees
15
Offices
3 offices
Total Clients
1,623
Primary office
FAIRVIEW PARK, OH
22730 FAIRVIEW CENTER DR, SUITE# 150, FAIRVIEW PARK, OH, United States
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
1,364
2
HNWI
15.3%
248
3
Corporations
0.6%
9
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$676Mas of March 23, 2026
Discretionary100.0%
$676M
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$676M
Total Accounts3,004
10Y AUM Change+$572M (+550.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee108:1
10Y Employee Change+9 (+150.0%)
* 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.