RIA IntelAdvisersMichiganRS BONE, LLC

RS BONE, LLC

Advisory

BLOOMFIELD HILLS, MI

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in MI
#461
of 521 advisers by AUM
Average account
$74K
across 878 accounts
AUM per adviser
$65M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$65M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients366
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

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C-PAS LLC
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$64M
+3.1% 1Y
BOWLINE FINANCIAL, LLC
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WEALTH MANAGEMENT PARTNERS LLC
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