R.W. ROGE & COMPANY, INC
CRD #104645 SEC #801-28012 BOHEMIA, NY 631-218-0077
SEC Registered
Total AUM
$365.1M
Discretionary
$348.2M
Employees
9
Clients
251
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $365.1M | $348.2M | $16.9M | 9 | 0 |
| Oct 2025 | $365.1M | $348.2M | $16.9M | 9 | 0 |
| Sep 2025 | $365.1M | $348.2M | $16.9M | 9 | 0 |
| Feb 2025 | $365.1M | $348.2M | $16.9M | 9 | 0 |
| Dec 2024 | $335.9M | $320.4M | $15.5M | 8 | 0 |
| Jul 2024 | $335.9M | $320.4M | $15.5M | 8 | 0 |
| Feb 2024 | $335.9M | $320.4M | $15.5M | 8 | 0 |
| Nov 2023 | $288.3M | $273.3M | $15.1M | 9 | 0 |
| Sep 2023 | $288.3M | $273.3M | $15.1M | 9 | 0 |
| Aug 2023 | $288.3M | $273.3M | $15.1M | 9 | 0 |
| Feb 2023 | $288.3M | $273.3M | $15.1M | 9 | 0 |
| Oct 2022 | $342.8M | $325.2M | $17.5M | 9 | 0 |
| Aug 2022 | $342.8M | $325.2M | $17.5M | 9 | 0 |
| Feb 2022 | $342.8M | $325.2M | $17.5M | 9 | 0 |
| Dec 2021 | $299.2M | $283.5M | $15.6M | 9 | 0 |
| Nov 2021 | $299.2M | $283.5M | $15.6M | 9 | 0 |
| Aug 2021 | $299.2M | $283.5M | $15.6M | 9 | 0 |
| Jan 2021 | $299.2M | $283.5M | $15.6M | 9 | 0 |
| Nov 2020 | $273.1M | $259.9M | $13.3M | 6 | 0 |
| Oct 2020 | $273.1M | $259.9M | $13.3M | 6 | 0 |
| Apr 2020 | $273.1M | $259.9M | $13.3M | 6 | 0 |
| Feb 2020 | $273.1M | $259.9M | $13.3M | 6 | 0 |
| Jul 2019 | $233.5M | $223.7M | $9.8M | 5 | 0 |
| Feb 2019 | $233.5M | $223.7M | $9.8M | 5 | 0 |
| Oct 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Jul 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Apr 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Apr 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Mar 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Feb 2018 | $260.5M | $252.7M | $7.7M | 9 | 0 |
| Nov 2017 | $221.3M | $220.1M | $1.2M | 9 | 0 |
| May 2017 | $221.3M | $220.1M | $1.2M | 9 | 300 |
| Feb 2017 | $221.3M | $220.1M | $1.2M | 9 | 300 |
| Oct 2016 | $226.5M | $226M | $500K | 9 | 300 |
| Oct 2016 | $226.5M | $226M | $500K | 9 | 300 |
| Sep 2016 | $226.5M | $226M | $500K | 9 | 300 |
| Jun 2016 | $226.5M | $226M | $500K | 9 | 300 |
| Jan 2016 | $226.5M | $226M | $500K | 9 | 300 |
| Aug 2015 | $236.5M | $236.5M | $0 | 9 | 300 |
| Mar 2015 | $236.5M | $236.5M | $0 | 9 | 300 |
| Nov 2014 | $227M | $224M | $3M | 8 | 300 |
| Mar 2014 | $227M | $224M | $3M | 8 | 300 |
| Oct 2013 | $208M | $208M | $0 | 10 | 300 |
| Mar 2013 | $208M | $208M | $0 | 10 | 300 |
| Aug 2012 | $205.5M | $205M | $500K | 6 | 200 |
| Feb 2012 | $205.5M | $205M | $500K | 6 | 200 |
| Jan 2012 | $205.5M | $205M | $500K | 6 | 200 |
| Mar 2011 | $214M | $214M | $0 | 10 | -- |
| Feb 2011 | $214M | $214M | $0 | 10 | -- |
| Jan 2011 | $214M | $214M | $0 | 10 | -- |
| Jun 2010 | $200M | $200M | $0 | 10 | -- |
| Feb 2007 | $245.4M | $245.4M | $0 | 10 | -- |
| Jan 2007 | $222.8M | $222.8M | $0 | 10 | -- |
| Mar 2006 | $215.3M | $214.4M | $890.4K | 10 | -- |
| Nov 2005 | $185.8M | $184.4M | $1.4M | 10 | -- |
| Jan 2005 | $239.1M | $236.4M | $2.7M | 10 | -- |
DateOct 2025
Total AUM$365.1M
Discretionary$348.2M
Non-Disc.$16.9M
Employees9
Clients0
DateOct 2025
Total AUM$365.1M
Discretionary$348.2M
Non-Disc.$16.9M
Employees9
Clients0
DateSep 2025
Total AUM$365.1M
Discretionary$348.2M
Non-Disc.$16.9M
Employees9
Clients0
DateFeb 2025
Total AUM$365.1M
Discretionary$348.2M
Non-Disc.$16.9M
Employees9
Clients0
DateDec 2024
Total AUM$335.9M
Discretionary$320.4M
Non-Disc.$15.5M
Employees8
Clients0
DateJul 2024
Total AUM$335.9M
Discretionary$320.4M
Non-Disc.$15.5M
Employees8
Clients0
DateFeb 2024
Total AUM$335.9M
Discretionary$320.4M
Non-Disc.$15.5M
Employees8
Clients0
DateNov 2023
Total AUM$288.3M
Discretionary$273.3M
Non-Disc.$15.1M
Employees9
Clients0
DateSep 2023
Total AUM$288.3M
Discretionary$273.3M
Non-Disc.$15.1M
Employees9
Clients0
DateAug 2023
Total AUM$288.3M
Discretionary$273.3M
Non-Disc.$15.1M
Employees9
Clients0
DateFeb 2023
Total AUM$288.3M
Discretionary$273.3M
Non-Disc.$15.1M
Employees9
Clients0
DateOct 2022
Total AUM$342.8M
Discretionary$325.2M
Non-Disc.$17.5M
Employees9
Clients0
DateAug 2022
Total AUM$342.8M
Discretionary$325.2M
Non-Disc.$17.5M
Employees9
Clients0
DateFeb 2022
Total AUM$342.8M
Discretionary$325.2M
Non-Disc.$17.5M
Employees9
Clients0
DateDec 2021
Total AUM$299.2M
Discretionary$283.5M
Non-Disc.$15.6M
Employees9
Clients0
DateNov 2021
Total AUM$299.2M
Discretionary$283.5M
Non-Disc.$15.6M
Employees9
Clients0
DateAug 2021
Total AUM$299.2M
Discretionary$283.5M
Non-Disc.$15.6M
Employees9
Clients0
DateJan 2021
Total AUM$299.2M
Discretionary$283.5M
Non-Disc.$15.6M
Employees9
Clients0
DateNov 2020
Total AUM$273.1M
Discretionary$259.9M
Non-Disc.$13.3M
Employees6
Clients0
DateOct 2020
Total AUM$273.1M
Discretionary$259.9M
Non-Disc.$13.3M
Employees6
Clients0
DateApr 2020
Total AUM$273.1M
Discretionary$259.9M
Non-Disc.$13.3M
Employees6
Clients0
DateFeb 2020
Total AUM$273.1M
Discretionary$259.9M
Non-Disc.$13.3M
Employees6
Clients0
DateJul 2019
Total AUM$233.5M
Discretionary$223.7M
Non-Disc.$9.8M
Employees5
Clients0
DateFeb 2019
Total AUM$233.5M
Discretionary$223.7M
Non-Disc.$9.8M
Employees5
Clients0
DateOct 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateJul 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateApr 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateApr 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateMar 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateFeb 2018
Total AUM$260.5M
Discretionary$252.7M
Non-Disc.$7.7M
Employees9
Clients0
DateNov 2017
Total AUM$221.3M
Discretionary$220.1M
Non-Disc.$1.2M
Employees9
Clients0
DateMay 2017
Total AUM$221.3M
Discretionary$220.1M
Non-Disc.$1.2M
Employees9
Clients300
DateFeb 2017
Total AUM$221.3M
Discretionary$220.1M
Non-Disc.$1.2M
Employees9
Clients300
DateOct 2016
Total AUM$226.5M
Discretionary$226M
Non-Disc.$500K
Employees9
Clients300
DateOct 2016
Total AUM$226.5M
Discretionary$226M
Non-Disc.$500K
Employees9
Clients300
DateSep 2016
Total AUM$226.5M
Discretionary$226M
Non-Disc.$500K
Employees9
Clients300
DateJun 2016
Total AUM$226.5M
Discretionary$226M
Non-Disc.$500K
Employees9
Clients300
DateJan 2016
Total AUM$226.5M
Discretionary$226M
Non-Disc.$500K
Employees9
Clients300
DateAug 2015
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees9
Clients300
DateNov 2014
Total AUM$227M
Discretionary$224M
Non-Disc.$3M
Employees8
Clients300
DateMar 2014
Total AUM$227M
Discretionary$224M
Non-Disc.$3M
Employees8
Clients300
DateOct 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients300
DateAug 2012
Total AUM$205.5M
Discretionary$205M
Non-Disc.$500K
Employees6
Clients200
DateFeb 2012
Total AUM$205.5M
Discretionary$205M
Non-Disc.$500K
Employees6
Clients200
DateJan 2012
Total AUM$205.5M
Discretionary$205M
Non-Disc.$500K
Employees6
Clients200
DateMar 2011
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$215.3M
Discretionary$214.4M
Non-Disc.$890.4K
Employees10
Clients--
DateNov 2005
Total AUM$185.8M
Discretionary$184.4M
Non-Disc.$1.4M
Employees10
Clients--
DateJan 2005
Total AUM$239.1M
Discretionary$236.4M
Non-Disc.$2.7M
Employees10
Clients--