RIA Intel›Advisers›Georgia›ROCK ONE ADVISORS, LLC

ROCK ONE ADVISORS, LLC

Advisory

GA

Data as of Jul 28, 2022 · Source: SEC Form ADV

Average account

$130K

across 29 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2022.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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LEGACYBRIDGE WEALTH MANAGEMENT, LLC

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TARA FINANCIAL GROUP, INC.

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