RS Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RS Asset Management provides advisory services to individuals (including high‑net‑worth clients), trusts, pension plans, charitable organizations and corporate clients, offering comprehensive portfolio management, asset management, financial planning, and pension consulting. The two-advisor firm manages roughly $107 million in discretionary assets and delivers both discretionary and non-discretionary investment supervision.
The firm emphasizes continuous, regular account oversight and typically meets with clients in person or by phone to develop tailored investment plans. Its investment process blends fundamental and technical analysis (including charting and cyclical methods) and may deploy a range of instruments — from ETFs and mutual funds to individual equities, fixed income, options and short‑term trading — while maintaining conservative cash management practices for fee billing and liquidity.
Distinctive aspects include RS Asset Management’s role as a sponsor of a wrap fee program, a relatively uncommon arrangement among similar firms, with wrap and non-wrap accounts managed on an individualized basis and the firm receiving a portion of the wrap fee. The brochure also discloses the advisors’ registrations with LPL Financial (providing custody, execution and access to third‑party research) and lists less common consulting offerings — such as cost segregation studies, corporate‑structure advice and participant education services for retirement plans.
Client services
Expertise
Fee options
Financial planning and consulting flat fees generally range from $1,500 to $10,000
1.00% to 2.00% of assets under management (negotiable range)
Associated persons may receive commissions from securities sales; conflicts disclosed
Financial planning and consulting hourly rate of $350
Account minimum: $100,000 Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Financial planning and consulting fees charged hourly or flat fee basis: $350/hour; flat fees range from $1,500 to $10,000
Main office
660 Southpointe Court, Suite 312
Colorado Springs CO 80906
Advisors at this office
2
Most active in
Arizona · California · Colorado · Florida · Kansas · New Mexico · Texas · Washington
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
Sean S
Series 63, Series 66
Colorado Springs, CO
RS Asset Management, LLC
Sean Soulvie is a financial advisor at RS Asset Management, LLC in Colorado Springs, CO, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with RS Asset Management and LPL Financial LLC since 2011. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary portfolio management using a range of investment strategies and conducts regular account supervision, combining fundamental and technical analysis tailored to client goals.
William R
Series 63, Series 65
Colorado Springs, CO
RS Asset Management, LLC
William Roark is a financial advisor with RS Asset Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial LLC and RS Asset Management since 2011. Outside of advisory work, Roark is involved in workshop instruction focused on business owner transition education and operates a self-storage facility. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis, offers discretionary and non-discretionary management across various securities, and emphasizes regular portfolio supervision and rebalancing.
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