RIA Intel›Advisers›Florida›ROCKYSTREAM ADVISOR, LLC

ROCKYSTREAM ADVISOR, LLC

Advisory

FL

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in FL

#2,121

of 2,610 advisers by AUM

Average account

$597K

across 22 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

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

22 clients

9 high-net-worth

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

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

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KNIGHT FINANCIAL INVESTMENTS, LLC

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