Rowland, Duncan S.
- Regulatory AUM
- $12.0M
- Discretionary
- $12.0M
- Clients
- 1
- Avg AUM / client
- $12.0M
- Accounts
- 1
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $12.0M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Duncan Stewart Rowland | Registered representative | May 2012 (14y) |
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.
Retirement plans served (44)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Forrester Research, Inc. 401(k) Plan & Trust | Forrester Research Inc | 1,114 | $358M | 01/01/2024 |
| Huntsman Salary Deferral Plan | Huntsman International Llc | 1,573 | $784M | 01/01/2024 |
| Hofstra University Pension Plan | Hofstra University | 2,298 | $1.3B | 01/01/2024 |
| Cra International 401(k) Plan | Cra International, Inc. | 850 | $334M | 01/01/2024 |
| Hologic, Inc. Savings And Investment Plan | Hologic, Inc. | 4,179 | $1.2B | 01/01/2024 |
| A Tek, Inc. 401(k) Plan | A Tek, Inc. | 227 | $19.0M | 01/01/2024 |
| Xerox Corporation Savings Plan | Xerox Corporation | 8,279 | $4.0B | 01/01/2024 |
| Ingevity Corporation Retirement Plan For Bargained Hourly Employees | Ingevity Corporation | 271 | $27.3M | 01/01/2024 |
| Bj's Wholesale Club, Inc. 401(k) Savings Plan | Bj's Wholesale Club Inc | 34,191 | $661M | 01/01/2024 |
| Medallia, Inc. 401(k) Plan | Medallia, Inc. | 1,030 | $213M | 01/01/2024 |
| Rts Packaging, Llc 401(k) Retirement Savings Plan | Rts Packaging, Llc | 0 | $0 | 01/01/2024 |
| The Broad Institute, Inc. 401(k) Retirement Plan | The Broad Institute | 2,033 | $476M | 01/01/2024 |
| Class Produce Group, Llc Profit Sharing Plan | Class Produce Group, Llc | 389 | $50.9M | 01/01/2024 |
| Pension Plan Of Volvo Cars Of North America, Llc | Volvo Car Usa Llc | 109 | $45.8M | 01/01/2024 |
| Glaxosmithkline Cash Balance Pension Plan | Glaxosmithkline Llc | 7,110 | $2.9B | 01/01/2024 |
| Irc 403(b) Retirement Savings Plan | International Rescue Committee | 3,571 | $253M | 01/01/2024 |
| Wellpower 401(k) Savings And Retirement Plan | Motrex Llc | 2,034 | $214M | 01/01/2024 |
| Savings Plan Of Xerox Corporation And The Xerographic Div Rochester Regional Joint Board | Xerox Corporation | 433 | $103M | 01/01/2024 |
| Bloomberg Industry Group, Inc. 401(k) Plan | Bloomberg Industry Group, Inc. | 1,267 | $447M | 01/01/2024 |
| Volvo Cars Employees' Savings Trust Plan | Volvo Car Usa Llc | 3,218 | $326M | 01/01/2024 |
| Fanatics 401(k) Retirement Plan | Fanatics Holdings, Inc. | 10,927 | $364M | 01/01/2024 |
| Ada Forsyth Institute, Inc. Defined Contribution Plan | Ada Forsyth Institute, Inc. | 141 | $78.9M | 01/01/2024 |
| Saint Gobain Corporation 401(k) Plan For Hourly Employees | Saint Gobain Corporation | 9,663 | $737M | 01/01/2024 |
| Cyient, Inc. 401(k) Retirement Plan | Cyient, Inc. | 958 | $89.5M | 01/01/2024 |
| Tegna Retirement Plan | Tegna Inc. | 583 | $338M | 01/01/2024 |
Top 25 of 44 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 986 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗