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ROUND HILL ASSET MANAGEMENT INC
CRD 107069File 801-26950
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.3M
Below cohort median (national)
Discretionary AUM
$271.3M
Clients
186
186 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 1986
- Principal office
- 180 S LAKE AVE STE 305, PASADENA, CA, 91101-4773
- Phone
- 626-431-2685
- Website
- HTTPS://WWW.RHILL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.3M
- Discretionary AUM
- $271.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 186
- Non-discretionary accounts
- 0
- Total accounts
- 186
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $161.3M |
| Pooled investment vehicles | 1 | $50.7M |
| Pension and profit sharing plans | 5 | $13.4M |
| Individuals (other than high net worth individuals) | 109 | $45.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.