SRH ADVISORS, LLC
Legal name: ROCKY MOUNTAIN ADVISERS, LLC
CRD #148479 SEC #801-70202 SALINA, KS 785-823-3097
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
10
Clients
0
Accounts
419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3B | $3B | $941.3K | 10 | 0 |
| Dec 2024 | $2.6B | $2.6B | $0 | 10 | 0 |
| Sep 2024 | $2.6B | $2.6B | $0 | 10 | 0 |
| Mar 2024 | $2.6B | $2.6B | $0 | 10 | 0 |
| Mar 2023 | $2.2B | $2.2B | $0 | 9 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 7 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 9 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 8 | 0 |
| Mar 2019 | $1.4B | $1.4B | $219.9K | 8 | 0 |
| Sep 2018 | $1.4B | $1.4B | $496.5K | 9 | 0 |
| May 2018 | $1.4B | $1.4B | $496.5K | 12 | 0 |
| Mar 2018 | $1.4B | $1.4B | $496.5K | 12 | 0 |
| Sep 2017 | $1.3B | $1.3B | $0 | 11 | 100 |
| Jun 2017 | $1.3B | $1.3B | $0 | 11 | 100 |
| Mar 2017 | $1.3B | $1.3B | $0 | 11 | 100 |
| Nov 2016 | $1.1B | $1.1B | $0 | 11 | 200 |
| Mar 2016 | $1.1B | $1.1B | $0 | 11 | 200 |
| May 2015 | $386.7M | $386.7M | $0 | 12 | 100 |
| Mar 2015 | $386.7M | $386.7M | $0 | 12 | 100 |
| Mar 2014 | $385.5M | $385.5M | $0 | 12 | 100 |
| Oct 2013 | $360.9M | $360.9M | $0 | 12 | 1 |
| Sep 2013 | $312.9M | $312.9M | $0 | 10 | 1 |
| Aug 2013 | $312.9M | $312.9M | $0 | 10 | 1 |
| Mar 2013 | $286.2M | $286.2M | $0 | 10 | 1 |
| Nov 2012 | $287.5M | $287.5M | $0 | 9 | 1 |
| Mar 2012 | $263.6M | $263.6M | $0 | 6 | 1 |
| Mar 2011 | $258.4M | $258.4M | $0 | 10 | -- |
| Jan 2011 | $258M | $258M | $0 | 10 | -- |
| Aug 2010 | $247.8M | $247.8M | $0 | 10 | -- |
| Jun 2010 | $247.8M | $247.8M | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
| Sep 2009 | $0 | $0 | $0 | 10 | -- |
| May 2009 | $0 | $0 | $0 | 10 | -- |
| Sep 2008 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$941.3K
Employees10
Clients0
DateDec 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$219.9K
Employees8
Clients0
DateSep 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$496.5K
Employees9
Clients0
DateMay 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$496.5K
Employees12
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$496.5K
Employees12
Clients0
DateSep 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients100
DateJun 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients100
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients100
DateNov 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients200
DateMay 2015
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees12
Clients100
DateMar 2015
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees12
Clients100
DateMar 2014
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees12
Clients100
DateOct 2013
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees12
Clients1
DateSep 2013
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees10
Clients1
DateAug 2013
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients1
DateNov 2012
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees9
Clients1
DateMar 2012
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2011
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--