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ROCKHILL ADVISORS LLC

VICTOR, ID · CRD 288789 · IAPD ↗ · rockhill-advisors.com · (312) 282-1040

$174.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — ROCKHILL ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — ROCKHILL ADVISORS LLC reported RAUM up 29% ($116.0M -> $149.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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