Rossby Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melbourne, FL. Its latest Form ADV filing, dated April 6, 2026, reports $566M in regulatory assets under management, 7 employees, 15 offices, and 2,544 accounts.
Top client segmentIndividuals represent 90.6% of total clients.
Top client categories% of clientsClients
1
Individuals
90.6%
2,304
2
HNWI
9.4%
238
3
Corporations
0.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$566Mas of April 6, 2026
Discretionary99.9%
$565M
100% of total RAUM99.9%
Non-discretionary0.1%
$848K
0% of total RAUM0.1%
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$566M
Total Accounts2,544
10Y AUM Change+$566M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee363:1
10Y Employee Change+6 (+600.0%)
* 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.