ROGAN & ASSOCIATES, INC.
Legal name: ROGAN & ASSOCIATES
CRD #42762 SEC #801-69994 SAFETY HARBOR, FL 727-712-3400
SEC Registered
Total AUM
$662.2M
Discretionary
$662.2M
Employees
16
Clients
--
Accounts
2,606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $662.2M | $662.2M | $0 | 16 | 0 |
| Mar 2025 | $662.2M | $662.2M | $0 | 16 | 0 |
| Mar 2024 | $586.2M | $563.2M | $22.9M | 16 | 0 |
| Nov 2023 | $286M | $256.1M | $29.9M | 16 | 0 |
| Aug 2023 | $286M | $256.1M | $29.9M | 16 | 0 |
| Aug 2023 | $286M | $256.1M | $29.9M | 16 | 0 |
| Mar 2023 | $286M | $256.1M | $29.9M | 16 | 0 |
| Jun 2022 | $513.8M | $235.7M | $278.1M | 14 | 0 |
| Mar 2022 | $513.8M | $235.7M | $278.1M | 14 | 0 |
| Feb 2022 | $240.7M | $218M | $22.7M | 12 | 0 |
| Feb 2022 | $240.7M | $218M | $22.7M | 12 | 0 |
| Mar 2021 | $240.7M | $218M | $22.7M | 12 | 0 |
| Jun 2020 | $292.1M | $125.9M | $166.2M | 13 | 0 |
| Mar 2020 | $292.1M | $125.9M | $166.2M | 13 | 0 |
| May 2019 | $319M | $153.1M | $165.9M | 13 | 0 |
| Mar 2019 | $319M | $153.1M | $165.9M | 13 | 0 |
| Jun 2018 | $350M | $150M | $200M | 15 | 0 |
| Apr 2018 | $350M | $150M | $200M | 15 | 0 |
| Mar 2018 | $350M | $150M | $200M | 15 | 0 |
| Apr 2017 | $250.1M | $49.5M | $200.6M | 12 | 600 |
| Mar 2017 | $250.1M | $49.5M | $200.6M | 12 | 600 |
| Mar 2016 | $234.4M | $49.2M | $185.3M | 11 | 600 |
| Mar 2015 | $260.8M | $51.5M | $209.3M | 13 | 600 |
| Sep 2014 | $265.4M | $37.2M | $228.2M | 12 | 700 |
| Feb 2014 | $265.4M | $37.2M | $228.2M | 12 | 700 |
| Aug 2013 | $235.7M | $37.3M | $198.4M | 14 | 700 |
| Mar 2013 | $235.7M | $37.3M | $198.4M | 14 | 700 |
| Mar 2012 | $196.8M | $42.2M | $154.6M | 11 | 600 |
| May 2011 | $175M | $75M | $100M | -- | -- |
| Mar 2011 | $175M | $75M | $100M | -- | -- |
| May 2010 | $145M | $25M | $120M | 10 | -- |
| Mar 2010 | $145M | $25M | $120M | 10 | -- |
| Apr 2009 | $130M | $0 | $130M | 10 | -- |
| Feb 2009 | $130M | $0 | $130M | 10 | -- |
DateDec 2025
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$586.2M
Discretionary$563.2M
Non-Disc.$22.9M
Employees16
Clients0
DateNov 2023
Total AUM$286M
Discretionary$256.1M
Non-Disc.$29.9M
Employees16
Clients0
DateAug 2023
Total AUM$286M
Discretionary$256.1M
Non-Disc.$29.9M
Employees16
Clients0
DateAug 2023
Total AUM$286M
Discretionary$256.1M
Non-Disc.$29.9M
Employees16
Clients0
DateMar 2023
Total AUM$286M
Discretionary$256.1M
Non-Disc.$29.9M
Employees16
Clients0
DateJun 2022
Total AUM$513.8M
Discretionary$235.7M
Non-Disc.$278.1M
Employees14
Clients0
DateMar 2022
Total AUM$513.8M
Discretionary$235.7M
Non-Disc.$278.1M
Employees14
Clients0
DateFeb 2022
Total AUM$240.7M
Discretionary$218M
Non-Disc.$22.7M
Employees12
Clients0
DateFeb 2022
Total AUM$240.7M
Discretionary$218M
Non-Disc.$22.7M
Employees12
Clients0
DateMar 2021
Total AUM$240.7M
Discretionary$218M
Non-Disc.$22.7M
Employees12
Clients0
DateJun 2020
Total AUM$292.1M
Discretionary$125.9M
Non-Disc.$166.2M
Employees13
Clients0
DateMar 2020
Total AUM$292.1M
Discretionary$125.9M
Non-Disc.$166.2M
Employees13
Clients0
DateMay 2019
Total AUM$319M
Discretionary$153.1M
Non-Disc.$165.9M
Employees13
Clients0
DateMar 2019
Total AUM$319M
Discretionary$153.1M
Non-Disc.$165.9M
Employees13
Clients0
DateJun 2018
Total AUM$350M
Discretionary$150M
Non-Disc.$200M
Employees15
Clients0
DateApr 2018
Total AUM$350M
Discretionary$150M
Non-Disc.$200M
Employees15
Clients0
DateMar 2018
Total AUM$350M
Discretionary$150M
Non-Disc.$200M
Employees15
Clients0
DateApr 2017
Total AUM$250.1M
Discretionary$49.5M
Non-Disc.$200.6M
Employees12
Clients600
DateMar 2017
Total AUM$250.1M
Discretionary$49.5M
Non-Disc.$200.6M
Employees12
Clients600
DateMar 2016
Total AUM$234.4M
Discretionary$49.2M
Non-Disc.$185.3M
Employees11
Clients600
DateMar 2015
Total AUM$260.8M
Discretionary$51.5M
Non-Disc.$209.3M
Employees13
Clients600
DateSep 2014
Total AUM$265.4M
Discretionary$37.2M
Non-Disc.$228.2M
Employees12
Clients700
DateFeb 2014
Total AUM$265.4M
Discretionary$37.2M
Non-Disc.$228.2M
Employees12
Clients700
DateAug 2013
Total AUM$235.7M
Discretionary$37.3M
Non-Disc.$198.4M
Employees14
Clients700
DateMar 2013
Total AUM$235.7M
Discretionary$37.3M
Non-Disc.$198.4M
Employees14
Clients700
DateMar 2012
Total AUM$196.8M
Discretionary$42.2M
Non-Disc.$154.6M
Employees11
Clients600
DateMay 2011
Total AUM$175M
Discretionary$75M
Non-Disc.$100M
Employees--
Clients--
DateMar 2011
Total AUM$175M
Discretionary$75M
Non-Disc.$100M
Employees--
Clients--
DateMay 2010
Total AUM$145M
Discretionary$25M
Non-Disc.$120M
Employees10
Clients--
DateMar 2010
Total AUM$145M
Discretionary$25M
Non-Disc.$120M
Employees10
Clients--
DateApr 2009
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateFeb 2009
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--