RIA Intel›Advisers›New York›R.W. ROGE & COMPANY, INC

R.W. ROGE & COMPANY, INC

Advisory

N·BOHEMIA, NY

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$419M

1-Year AUM Growth

+16.5%

3-Year CAGR

+3.9%

Employees

4

Assets Under Management

Total AUM$419M

Discretionary AUM$395M

Non-Discretionary AUM$24M

Discretionary %94.2%

Total Clients311

Team

Total Employees4

Investment Advisers9

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record65

First FilingJan 24, 2001

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on R.W. ROGE & COMPANY, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.