Rocky Hill Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,448,408
Clients
135
Advisors
2
of 2 employees
About
Rocky Hill Advisors, Inc. provides investment management and expert witness consulting to individuals, trusts, pension and profit‑sharing plans, corporations, estates, charitable organizations, and Native American tribes. As of December 31, 2025 the firm reported $102,418,700 in assets under management across 152 accounts and discloses advisory relationships that include both portfolio management and litigation consulting engagements.
The firm describes a customized approach that emphasizes capital preservation and tactical asset allocation, using exchange‑listed and over‑the‑counter equities, fixed income, mutual funds, foreign securities, CDs and interests in real estate partnerships to meet client objectives. Rocky Hill generally acts in a non‑discretionary capacity—making recommendations for client approval, honoring written investment restrictions, and conducting ongoing account reviews and rebalancing as warranted.
Notably, Rocky Hill sponsors a wrap fee program that aggregates custody, execution and access to more than 200 independent managers and roughly 700 portfolio structures through Fidelity, and it may recommend Independent Managers or provide management directly. The firm also maintains a specialized, long‑standing expert witness practice—including extensive work for Native American tribes and litigation in the Court of Federal Claims—focused on accounting analysis and reconstruction of historical investment performance; it recently transitioned from state to SEC registration.
Client services
Expertise
Fee options
Up to $250,000 - $250,000: 1.0% or 1.5% with Independent Managers $250,000 - $500,000: 0.90% or 1.4% with Independent Managers $500,000 - $1,000,000: 0.80% or 1.3% with Independent Managers $1,000,000 - $2,000,000: 0.70% or 1.1% with Independent Managers $2,000,000 - $5,000,000: 0.60% or 1.0% with Independent Managers $5,000,000 - $10,000,000: 0.50% or 0.90% with Independent Managers $10,000,000+: 0.40% or 0.80% with Independent Managers
$75 to $250 per hour, negotiable
Account minimum: $100,000
Main office
7 Essex Green Drive, Suite 53 55
Peabody MA 01960
Advisors at this office
2
Most active in
Florida · Massachusetts · New Hampshire · Texas
Also doing business as
Rocky Hill Advisors Inc. · Rocky Hill Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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