ORMOND BEACH, FLCRD 334690Latest ADV February 13, 2026
Storms & Rowdon Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ormond Beach, FL. Its latest Form ADV filing, dated February 13, 2026, reports $141M in regulatory assets under management, 4 employees, and 411 accounts.
Assets Under Management
$141M
Employees
4
Offices
--
Total Clients
228
Primary office
ORMOND BEACH, FL
1230 U.S. HIGHWAY 1, STE 5, ORMOND BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.8% of total clients.
Top client categories% of clientsClients
1
Individuals
86.8%
198
2
HNWI
10.5%
24
3
Corporations
2.6%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of February 13, 2026
Discretionary100.0%
$141M
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$141M
Total Accounts411
10Y AUM Change+$141M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
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.