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ROG VI L.L.C.

HOUSTON, TX · CRD 285639 · IAPD ↗ · 713-874-9000

$561.3MRegulatory AUM
19Advisory reps
43Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
June 2025 — ROG VI L.L.C. crossed $500M in regulatory AUM ($455.2M -> $518.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — ROG VI L.L.C. now reports custody of client assets ($264.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
56
April 2025 — ROG VI L.L.C. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — ROG VI L.L.C. reported RAUM up 103% ($224.1M -> $455.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — ROG VI L.L.C. reported RAUM up 192% ($76.7M -> $224.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.