Storms & Rowdon Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,843,739
Clients
222
Advisors
3
of 4 employees
About
The firm provides discretionary investment management and related financial planning to individuals, high‑net‑worth clients, businesses, pension and charitable accounts, generally charging percentage‑of‑AUM fees and managing portfolios composed of individual stocks, ETFs and bonds. It also offers consulting engagements and, when suitable, implements strategies using alternatives, options, structured products and unaffiliated independent managers.
The firm’s investment approach is primarily long‑term but allows shorter‑term trades for rebalancing, tax management or client cash needs, using a mix of fundamental, technical and charting analysis to construct and monitor portfolios. Client relationships are conducted through ongoing personal contact, an initial assessment of goals and risk tolerance, and periodic reviews (at least annually), with the advisor acting under discretionary authority once engaged.
Noteworthy for a firm founded in March 2025 and operated by a three‑advisor team managing roughly $141 million for about 222 clients, it combines a broader set of instruments and regular use of third‑party managers than many peers of similar size. The firm maintains an institutional relationship with a national custodian that provides research and technology benefits, and several advisors are also licensed to sell insurance — a practice the brochure discloses as creating potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees are negotiated based on expected time at hourly rate
$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 Over $15,000,000+: Negotiable
$200 to $300 per hour
Main office
1230 U.S. Highway 1, Ste 5
Ormond Beach FL 32174
Advisors at this office
3
Most active in
Florida · Georgia · New Hampshire · North Carolina · Texas
Also doing business as
Storms & Rowdon Financial Services, Inc. · Storms & Rowdon Wealth Management Inc. · Storms And Rowdon Financial Services Inc.
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
Wade R
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.
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. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining Storms & Rowdon Financial Services in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, spending part of his time implementing insurance recommendations. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios and incorporates alternatives, options, structured products, and third-party managers in its investment approach.
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. with one year of industry experience. Prior to joining the firm, he worked for Flagler County Schools and was involved with InterVarsity Christian Fellowship/USA and Crossroads Church. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a mix of fundamental, technical, and charting analysis to manage portfolios that include individual stocks, ETFs, bonds, and, when appropriate, alternative investments and third-party managers.
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