Rogue Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rogue Advisors is a fee-only registered investment adviser that manages approximately $80.0 million in discretionary assets for about 154 clients through a two-advisor team. The firm serves individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable institutions, and business entities with investment management, financial consulting, and planning services.
The firm typically implements diversified, passive model portfolios built mainly from index mutual funds and ETFs, and it generally manages client accounts on a discretionary basis while accommodating client-directed, non-modeled holdings when requested. In addition to standard portfolio management and project-based consulting, Rogue Advisors provides ERISA plan services—acting as either a 3(21) advisor or a 3(38) discretionary manager—and offers participant education and one-on-one participant advice with ongoing monitoring and reporting.
Noteworthy for a small, supported firm, leadership recently transitioned to a principal who joined the firm in 2021 and now also serves as the firm’s chief compliance officer, reflecting a recent ownership change in an advisor-led practice established in 2004. The firm also discloses use of custodial platforms (primarily Axos Advisor Services and Altruist) and receipt of technology and practice-support benefits from its primary custodian; the firm notes these benefits can create potential conflicts of interest and describes procedures to address them.
Client services
Expertise
Fee options
Flat fees based upon project specifics for advisory or consulting services
Up to $250 per hour for advisory or consulting services
Account minimum: $100,000 Minimum fee: Initial account set-up fee: $125 for the first account, $50 for each additional account; Qualified Plan set-up fees may be higher and negotiated Fee-only: Fee-only investment advice and management; fees negotiated based on account size and complexity; annual asset management fees up to 2% per client account
Main office
See office1246 NE 7th Street Suite B
Grants Pass OR 97526
Advisors at this office
1
Offices (2)
Most active in
Arizona · Oregon · Texas
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.
Forms ADV
Advisors at this firm
Cameron M
Series 65
Grants Pass, OR
Rogue Advisors, LLC
Cameron Marzi is a Series 65-licensed financial advisor with Rogue Advisors, LLC, based in Grants Pass, OR. He has four years of industry experience, including a prior role at DoorDash, and has been with Rogue Advisors since 2021. Outside of his advisory work, Marzi is involved in social media marketing, assisting companies with their marketing efforts on a part-time basis. Rogue Advisors is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and business entities. The firm primarily uses passive, diversified model portfolios composed of index mutual funds and ETFs, and provides a range of fiduciary and participant-level advisory services.
Todd T
Series 65
Buckeye, AZ
Rogue Advisors, LLC
Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.
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