ROGAN & ASSOCIATES, INC.
DBA: ROGAN & ASSOCIATES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $709.6M |
| Discretionary | $709.6M100% of AUM |
| Client Accounts | 1,483 |
| Avg Account Size | $478K |
| Employees | 14 |
| Peak AUM | $709.6MMar 2026 |
| AUM CAGR | +10.3% /yrover 17 yrs · 37 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $710M | +7.1% | +33.2% | +23.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $709.6M |
| Discretionary | $709.6M |
| Employees | 14 |
| Client Accounts | 1483 |
| Client Range | 101-250 |
Contact & Location
Address
200 9TH AVENUE NORTH
SAFETY HARBOR FL 34695
Phone
727-712-3400
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$710M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant