Have RIA, Inc.
● SEC registered since 2023CRD 327137SEC# 801-128320Providence, RI
Reg. AUM
$160.8M
Employees
9
Accounts
1
Location
Providence, RI
Have RIA, Inc. assets under management
Have RIA, Inc. is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 2023. It reports $160.8 million in regulatory assets under management and employs 9 people.
Have RIA, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hotel Asset Value Enhancement, Inc. Control | Direct Owner | Over 75% | 2023 |
| John Patrick Rollo Control | Director And Secretary | Under 5% | 2023 |
| Michelle Sue Russo Control | President | Under 5% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Have RIA, Inc. manage?
Have RIA, Inc. reports $160.8 million in regulatory assets under management on its Form ADV.
How many employees does Have RIA, Inc. have?
Have RIA, Inc. reports 9 employees.
Where is Have RIA, Inc. located?
Have RIA, Inc. is based in Providence, RI and has been SEC-registered since 2023.
Does Have RIA, Inc. disclose fund performance?
Have RIA, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Westminster Street, Suite 3, Providence, RI 02903 |
| Phone | 401-865-6900 |
| Fax | 401-865-6999 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.8M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$160.8Mregulatory AUM
Discretionary $160.8M