Rockport Wealth, Llc
- Regulatory AUM
- $676M
- Discretionary
- $676M
- Clients
- 1,623
- Avg AUM / client
- $417K
- Accounts
- 3,004
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,364 | $286M | 42.2% |
| High net worth individuals | 248 | $384M | 56.8% |
| Charitable organizations | 2 | $912K | 0.13% |
| Corporations and other businesses | 9 | $5.7M | 0.84% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph John Kovach | Member | CFP | May 2012 (14y) | ≈ 37.5% – 75% via Jjk Financial, Inc. |
| Adam Richard Stalnaker | Managing Member | May 2018 (8y) | ≈ 37.5% – 75% via Ars Capital, Inc. | |
| Charles David Dickinson | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Michael Allen Curley | Registered representative | Apr 2022 (4y) | ||
| Meaghan R Grant | Registered representative | Sep 2023 (3y) | ||
| Brian Patrick Ellis | Registered representative | Jan 2024 (3y) | ||
| Thomas Valentine David | Registered representative | CFP Personal Financial Specialist | Jun 2024 (2y) | |
| Andrew Nathan Smith | Registered representative | Jan 2026 (1y) | ||
| Joseph D Salmen | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jjk Financial, Inc. | Owner | Jan 2019 | A | 50% – 75% |
| Ars Capital, Inc. | Owner | Jan 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Joseph John Kovach: 75% – 100% of Jjk Financial, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Adam Richard Stalnaker: 75% – 100% of Ars Capital, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
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) | 05/29/2026 | 974 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $645M (95% of AUM) May 2026
- Axos Clearing $82.6M (15% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗