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ROCKY MOUNTAIN ADVISERS, LLC
SRH ADVISORS, LLC
CRD 148479 · SEC 801-70202
2121 E. CRAWFORD PLACE, SALINA, KS, 67401, United States
Phone
785-823-3097
Fax
785-827-2408
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.15B
Discretionary AUM
$3.15B
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $32.3M |
| High net worth individuals | 96 | $609.9M |
| Investment companies | 2 | $2.38B |
| Charitable organizations | 12 | $124.3M |
| Corporations/business entities | 5 | $3.3M |
States served
AK, AZ, CA, CO, GA, IL, IA, KS, MN, MT, NE, NV, OR, SC, TN, MO, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD