Storms & Rowdon Financial Services, Inc.

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Client assets under management

$134,843,739

Clients

222

11% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$607,404

About

Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $141,159,549 in client assets for about 222 clients and offers portfolio construction, ongoing supervision, and referrals to unaffiliated specialists when appropriate.

The firm constructs customized portfolios using a mix of fundamental, technical and charting analysis and generally pursues a long-term orientation while permitting shorter-term trading for rebalancing or specific objectives. Portfolios may include individual stocks, ETFs, bonds and, where suitable, alternative investments, options, structured products, and allocations to independent managers; all assets are managed on a discretionary basis.

Noteworthy features for a small, recently formed advisory firm include its 2025 founding by advisors with prior broker-dealer experience and its institutional relationship with Raymond James, through which the firm receives research and platform support. The firm’s principals are also licensed insurance professionals who may earn commission-based compensation (reported as taking about 10% of their time), and one principal provides unpaid chaplain services to a minor-league baseball team (about 5% of time); these outside activities and the custodian relationship are disclosed in the brochure and are addressed through the firm’s compliance policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Fixed fees negotiated based on expected hours for financial planning

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually $10,000,001 - $15,000,000: 0.65% annually $15,000,001+: Negotiable

Project-based

$200 to $300 per hour

Other

Fee-only: Investment advisory fees and financial planning fees (hourly $200-$300/hour or negotiated fixed fees)

Main office location

Storms & Rowdon Financial Services, Inc.

1230 U.S. Highway 1, Ste 5

Ormond Beach FL 32174, United States

Number of offices

Most active in

Florida · Georgia · New Hampshire · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (386) 677-0191

Advisors at this firm

Wade R

Series 66

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Wade Rowdon is a financial advisor at Storms & Rowdon Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Stonex Advisors Inc. and Stonex Securities Inc. Rowdon also serves as a chaplain for the Daytona Tortugas minor league baseball team. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, typically with a long-term orientation while allowing shorter-term trading for specific objectives.

Options & derivatives strategies Private / alternative investments

Keith S

Series 63, Series 65

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Keith Storms is a financial advisor with Storms & Rowdon Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining his current firm in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a blend of fundamental, technical, and charting analysis, managing client assets on a discretionary basis with a generally long-term orientation.

Options & derivatives strategies Private / alternative investments

Robert H

Series 65

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. He joined the firm in 2025 and previously worked with Flagler County Schools and InterVarsity Christian Fellowship/USA. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using fundamental, technical, and charting analysis, generally pursuing a long-term orientation while allowing shorter-term trading for specific objectives.

Options & derivatives strategies Private / alternative investments

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