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Storms & Rowdon Financial Services, Inc.

● SEC registered since 2025CRD 334690SEC# 801-132156Ormond Beach, FL
Export (members)
Reg. AUM
$141.2M
Employees
4
Accounts
411
Location
Ormond Beach, FL

Storms & Rowdon Financial Services, Inc. assets under management

Storms & Rowdon Financial Services, Inc. operates as an SEC-registered investment adviser based in Ormond Beach, FL. The firm has been registered since 2025. It reports $141.2 million in regulatory assets under management and employs 4 people.

Storms & Rowdon Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Keith John Storms ControlVice President, Chief Compliance Officer, And Financial Advisor50-75%2025
Wade Lee Rowdon ControlPresident And Financial Advisor50-75%2025

Frequently asked questions

How much does Storms & Rowdon Financial Services, Inc. manage?

Storms & Rowdon Financial Services, Inc. reports $141.2 million in regulatory assets under management on its Form ADV.

How many employees does Storms & Rowdon Financial Services, Inc. have?

Storms & Rowdon Financial Services, Inc. reports 4 employees.

Where is Storms & Rowdon Financial Services, Inc. located?

Storms & Rowdon Financial Services, Inc. is based in Ormond Beach, FL and has been SEC-registered since 2025.

Does Storms & Rowdon Financial Services, Inc. disclose fund performance?

Storms & Rowdon Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1230 U.S. Highway 1, Ste 5, Ormond Beach, FL 32174
Phone(386) 677-0191
Fax(386) 677-0172
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$141.2M▲ 13%
Jul '25 — $125MAug '25 — $125MSep '25 — $125MOct '25 — $125MNov '25 — $125MDec '25 — $125MJan '26 — $125MFeb '26 — $141.2MMar '26 — $141.2MApr '26 — $141.2MMay '26 — $141.2MJun '26 — $141.2M
Jul '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$141.2Mregulatory AUM
Discretionary $141.2M