Rogan & Associates
Rogan & Associates is an SEC-registered mass-market adviser in Safety Harbor, FL with $709.6M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Rogan & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 42762, SEC 801-69994, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $709.6M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Safety Harbor, FL
- Employees
- 14
- Clients
- 1,483
- CRD
- 42762
- Ownership
- FOSS, EDWIN ROBINSON; ROGAN, MICHAEL GERARD; CARTER, ANA R; FOSS, EDWIN, ROBINSON
How much AUM does Rogan & Associates have?
Rogan & Associates reported $709.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Rogan & Associates?
Disclosed owners and executives of Rogan & Associates include FOSS, EDWIN ROBINSON, ROGAN, MICHAEL GERARD, CARTER, ANA R, FOSS, EDWIN, ROBINSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.