STORMS & ROWDON FINANCIAL SERVICES, INC.

CRD 334690File 801-132156

APPROVED

Retail clients

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$141.2M

Bottom 25% of cohort (national)

Discretionary AUM

$141.2M

Clients

228

411 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 12, 2025
Principal office: 1230 U.S. HIGHWAY 1, STE 5, ORMOND BEACH, FL, 32174
Phone: (386) 677-0191
Website: http://www.stormsandrowdon.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $141.2M
Discretionary AUM: $141.2M
Non-discretionary AUM: $0
Discretionary accounts: 411
Non-discretionary accounts: 0
Total accounts: 411
AUM per client: $619K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$252K
Charitable organizations	Fewer than 5	$5.3M
High net worth individuals	24	$83.8M
Pension and profit sharing plans	Fewer than 5	$768K
Individuals (other than high net worth individuals)	198	$51.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.