RIA Intel›Advisers›New Jersey›ROCKCREST FINANCIAL LLC

ROCKCREST FINANCIAL LLC

Advisory

SOMERS POINT, NJ

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in NJ

#746

of 775 advisers by AUM

Average account

$198K

across 224 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients133

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

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

133 clients

25 high-net-worth

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

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