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STORMS & ROWDON FINANCIAL SERVICES, INC.
CRD 334690 · SEC 801-132156
1230 U.S. HIGHWAY 1, STE 5, ORMOND BEACH, FL, 32174, United States
Phone
(386) 677-0191
Fax
(386) 677-0172
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.2M
Discretionary AUM
$141.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $51.0M |
| High net worth individuals | 24 | $83.8M |
| Corporations/business entities | 6 | $252K |
States served
GA, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD