Rockingstone Advisors
Rockingstone Advisors is an SEC-registered ria in Great Barrington, MA with $280.1M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Rockingstone Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149592, SEC 801-77696, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $280.1M (2026-03-19)
- Firm type
- Ria
- Location
- Great Barrington, MA
- Employees
- 3
- Clients
- 61
- CRD
- 149592
- Ownership
- SAKAKEENY, MARGARET, C; SAKAKEENY, BRANDT, AUGUSTUS; KATZMAN, ERIC, RICHARD
How much AUM does Rockingstone Advisors have?
Rockingstone Advisors reported $280.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Rockingstone Advisors?
Disclosed owners and executives of Rockingstone Advisors include SAKAKEENY, MARGARET, C, SAKAKEENY, BRANDT, AUGUSTUS, KATZMAN, ERIC, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.