ROCKPORT WEALTH, LLC

Legal name: ROCKPORT WEALTH ADVISORS

CRD #297122 SEC #801-126796 FAIRVIEW PARK, OH (216) 226-4560

SEC Registered

Total AUM

$568.7M

Discretionary

$568.7M

Employees

Clients

Accounts

2,748

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 14, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAVID, THOMAS, VALENTINE	I	SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER	NA	Control
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
DICKINSON, CHARLES, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
KOVACH, JOSEPH, JOHN	I	MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
STALNAKER, ADAM, RICHARD	I	MANAGING MEMBER	NA	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
ARS CAPITAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control
JJK FINANCIAL, INC.	DE	OWNER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
KOVACH, JOSEPH, JOHN	I	JJK FINANCIAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control
STALNAKER, ADAM, RICHARD	I	ARS CAPITAL, INC.	E	Control

Registrations

Federal

Oct 14, 2025 REGISTERED

Notice Filings (10)

FL GA IN KY MI NC OH PA SC TX

Address

22730 FAIRVIEW CENTER DR
SUITE# 150
FAIRVIEW PARK, OH 44126
United States

Phone: (216) 226-4560