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Firm profile

Rockport Wealth Advisors

FAIRVIEW PARK, OHCRD 297122Latest ADV May 29, 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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas V. David

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

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

Client Coverage Demographics

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 May 29, 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%)

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.