Rogue Advisors, LLC (Grants Pass)

Rogue Advisors, LLC is an adviser based in Grants Pass. It manages $9.9 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2004.

Rogue Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rogue Advisors: assets under management

The assets under management (AUM) of Rogue Advisors, LLC is $9.9 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.1 million in discretionary accounts and $5.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $77.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rogue Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rogue Advisors, LLC

Christopher Lee Isabell has been acting as President since 1 Jan 2004. Todd William Thompson joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Lee Isabell	President	1 Jan 2004	75% - 100%	2888595
Todd William Thompson	Member	1 Jul 2005	50% - 75%	4955980

Based in Grants Pass

The principal office where Rogue Advisors, LLC performs its advisory services is located at 236 Nw B Street, Grants Pass, OR 97526 The mailing address of the firm is Po Box 1777, Grants Pass, OR 97528. It doesn’t run an office outside of the United States.