Rps Advisory Solutions, Llc
- Regulatory AUM
- $467M
- Discretionary
- $467M
- Clients
- 1,212
- Avg AUM / client
- $385K
- Accounts
- 2,812
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,136 | $303M | 64.9% |
| High net worth individuals | 74 | $163M | 34.8% |
| Charitable organizations | 2 | $1.1M | 0.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pioneer Farm Equipment Co.401 K Profit Sharing Plan Pioneer Farm Equipment Co. | 2024 | |
| Dvf Studio 401(k) Plan Dvf Studio, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jerome Ellison | Ceo/President | Dec 2019 (7y) | 75% or more | |
| Bryce Howard Lanham | Principal | Nov 2023 (3y) | Less than 5% | |
| Goforth, Sonia, Ann | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Peter James Gaughan | Registered representative | May 2022 (4y) | ||
| Noah Ross Ellison | Registered representative | CFP | Jul 2022 (4y) | |
| Kamal Kabra | Registered representative | Aug 2023 (3y) | ||
| Lawrence Wells Carter | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pioneer Farm Equipment Co.401 K Profit Sharing Plan | Pioneer Farm Equipment Co. | 29 | $7.0M | 01/01/2024 |
| Dvf Studio 401(k) Plan | Dvf Studio, Llc | 22 | $6.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 967 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
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $390M (83% of AUM) Jul 2026
- National Financial Services (Fidelity) $104M (100% of AUM) Feb 2022
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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗