Rosenblum Silverman Sutton Sf Inc
- Regulatory AUM
- $487M
- Discretionary
- $487M
- Clients
- 159
- Avg AUM / client
- $3.1M
- Accounts
- 160
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Investments (13F portfolio — 76 positions, $382,299,940)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | Stock | $43,053,611 | 246,867 | 11.3% | 8.85% |
| 2 | Amazon Com Inc | Stock | $19,942,061 | 95,751 | 5.22% | 4.1% |
| 3 | Netflix Inc. | Stock | $18,250,232 | 189,810 | 4.77% | 3.75% |
| 4 | Costco Wholesale Corporation | Stock | $17,660,774 | 17,724 | 4.62% | 3.63% |
| 5 | Microsoft Corp | Stock | $17,367,692 | 46,918 | 4.54% | 3.57% |
| 6 | Visa Inc | Stock | $17,321,728 | 57,311 | 4.53% | 3.56% |
| 7 | Alphabet Inc | Stock | $17,207,777 | 59,841 | 4.5% | 3.54% |
| 8 | Meta Platforms Inc | Stock | $17,193,709 | 30,052 | 4.5% | 3.53% |
| 9 | Sharkninja Inc | Stock | $12,825,973 | 121,114 | 3.36% | 2.64% |
| 10 | Cintas Corp | Stock | $11,886,144 | 70,274 | 3.11% | 2.44% |
| 11 | Janus Detroit Str Tr | ETF | $11,322,786 | 250,615 | 2.96% | 2.33% |
| 12 | Alnylam Pharmaceuticals Inc | Stock | $10,894,556 | 32,927 | 2.85% | 2.24% |
| 13 | Alphabet Inc | Stock | $10,591,250 | 36,921 | 2.77% | 2.18% |
| 14 | Vanguard Scottsdale Fds | ETF | $10,189,008 | 123,130 | 2.67% | 2.09% |
| 15 | J P Morgan Exchange Traded F | ETF | $9,221,824 | 171,505 | 2.41% | 1.89% |
| 16 | Thermo Fisher Scientific Inc | Stock | $9,183,255 | 18,683 | 2.4% | 1.89% |
| 17 | Salesforce Inc | Stock | $7,477,067 | 40,055 | 1.96% | 1.54% |
| 18 | Insulet Corp | Stock | $7,134,980 | 34,002 | 1.87% | 1.47% |
| 19 | Deckers Outdoor Corp | Stock | $6,966,564 | 69,603 | 1.82% | 1.43% |
| 20 | Jpmorgan Chase & Co | Stock | $6,890,697 | 23,425 | 1.8% | 1.42% |
| 21 | Reddit Inc | Stock | $6,545,740 | 48,613 | 1.71% | 1.35% |
| 22 | Ishares Tr | ETF | $6,380,978 | 125,240 | 1.67% | 1.31% |
| 23 | Synopsys Inc | Stock | $5,706,537 | 14,393 | 1.49% | 1.17% |
| 24 | Home Depot Inc | Stock | $4,859,536 | 14,776 | 1.27% | 1.0% |
| 25 | Xylem Inc | Stock | $4,807,674 | 40,232 | 1.26% | 0.99% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $23.1M | 4.75% |
| High net worth individuals | 107 | $461M | 94.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.0M | 0.61% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Daniel Stilwell | Executive Vice President And Chief Compliance Officer | Jun 2023 (3y) | 25% – 50% | |
| Holger Nmn Berndt | President And Chief Investment Officer | CFA | Aug 2024 (2y) | 25% – 50% |
| Huff, Philip, Anthony | Executive Vice President And Chief Financial Officer | Aug 2024 (2y) | 10% – 25% | |
| Sutton, Phyllis, Rosenblum | Chairperson Emerita | Aug 2024 (2y) | 50% – 75% | |
| Charles Thomson Angle | Registered representative | CFP | Dec 2024 (2y) | |
| Sherry Chan Karlsson | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $483M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗