RIA IntelAdvisersConnecticutROWLAND, DUNCAN S.

ROWLAND, DUNCAN S.

Advisory

CT

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CT
#1,180
of 1,312 advisers by AUM
Average account
$12M
across 1 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$12M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

FORUM MORTGAGE ADVISORS LLC
STAMFORD, CT
$12M
SPREE CAPITAL ADVISERS LLC
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$12M
WOLFHOUND WEALTH LLC
$12M
PERENNIAL INVESTMENT PARTNERS (U.S.) INC.
STAMFORD, CT
$12M
+18.8% 1Y
RIDGEPOINT WEALTH ADVISORS LLC
$12M
FAIRPORT ASSET MANAGEMENT CORP
FAIRFIELD, CT
$12M

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