ROWLAND CARMICHAEL ADVISORS INC
CRD #105766 SEC #801-31188 SCOTTSDALE, AZ 480-421-2660
SEC Registered
Total AUM
$266.4M
Discretionary
$249.6M
Employees
7
Clients
1
Accounts
589
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 22, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | NA | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | NA | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS/CHEIF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS/CHEIF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | DIRECTOR OF OPERATIONS/COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORICK, JANICE, LEE | I | VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | D | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| CARMICHAEL, DAVID, LEE | I | PRESIDENT AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| ROWLAND, TIMOTHLY, LEE | I | CHAIRMAN AND FOUNDING PRINCIPAL | C | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| BIRD, COREY, MARSHALL | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CARMICHAEL, JARON, DAVID | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
Registrations
Federal
IA
May 22, 2020 REGISTERED
Notice Filings (9)
AZ CA HI NE NM NV TX UT WA
Address
6720 NORTH SCOTTSDALE ROADSUITE 212
SCOTTSDALE, AZ 85253-4426
United States
Phone: 480-421-2660