Data / Investment advisers / Idaho / Rockhill Advisors LLC
Rockhill Advisors LLC, Victor, ID: $174 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Rockhill Advisors LLC is an SEC registered investment adviser with its main office in Victor, Idaho and reports $174 million in regulatory assets under management in its Form ADV filed February 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Rockhill Advisors LLC (CRD number 288789): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288789
- SEC file number
- 801-120591
- SEC status
- Approved, effective March 25, 2021
- Main office
- 9043 Village Way Unit B, Victor, ID 83445
- Phone
- (312) 282-1040
- Website
- rockhill-advisors.com
- Regulatory AUM
- $174,172,887 in the Form ADV filed February 25, 2026
- Discretionary AUM
- $174,172,887
- Accounts
- 171
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $169.8 million |
| Pension and profit sharing plans | Fewer than 5 | $2.7 million |
| Charitable organizations | Fewer than 5 | $1.2 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $519,647 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $174.2 million | February 25, 2026 |
| December 1, 2025 | $159.4 million | March 6, 2025 |
Other advisers in Idaho
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Enduring Wealth Management, LLC | Meridian | $205 million | Not listed | adviserinfo.sec.gov |
| Desert Rose Capital Management, Inc. | Meridian | $192.1 million | 1 | adviserinfo.sec.gov |
| Five Pine Wealth | Coeur D'Alene | $191.8 million | Not listed | adviserinfo.sec.gov |
| Pacific Value, LLC | Boise | $190 million | Not listed | adviserinfo.sec.gov |
| Journey Retirement Planning and Investment Management, LLC | Ammon | $187.3 million | Not listed | adviserinfo.sec.gov |
| Hazlett Wealth Management LLC | Ketchum | $160 million | Not listed | adviserinfo.sec.gov |
| Williams and Schiller Wealth Management, LLC | Sandpoint | $120.7 million | Not listed | adviserinfo.sec.gov |
| GPWM Qof Manager, LLC | Eagle | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Idaho
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Rockhill Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.