# R.W. ROGE & COMPANY, INC

R.W. ROGE & COMPANY, INC of BOHEMIA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 104645
- Type: SEC-registered investment adviser
- SEC file number: 801-28012
- Location: ONE CORPORATE DRIVE, SUITE 101, BOHEMIA, NY, 11716
- Phone: 631-218-0077
- Latest filing: 2026-02-10
- Regulatory AUM: $419.5M
- Discretionary AUM: $395.2M
- Non-discretionary AUM: $24.2M
- Clients: 9
- Accounts: 827

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Steven Michael Roge | CHIEF INVESTMENT OFFICER AND CEO | — |
| Susan Jeanne Roge | CHIEF COMPLIANCE OFFICER | — |
| ROGE RONALD | CHAIRMAN & CEO; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CHESLEY SUSAN JEANNE | CHIEF COMPLAINCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| ROGE STEVEN MICHAEL | CHIEF INVESTMENT OFFICER AND CEO; PORTFOLIO MANAGER | — |
| GRANDE ROSANNE | MANAGING DIRECTOR | — |
| ROGE SUSAN JEANNE | CHIEF COMPLIANCE OFFICER | — |
| ROGE ROSANNE | MANAGING DIRECTOR; MANAGING DIRECTOR, CLIENT SERVICES | — |
| ROBERTO JEFFREY CHARLES | CHIEF COMPLIANCE OFFICER | — |
| ROGE ROSANNE GRANDE | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104645/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104645/similar
- Related entities: https://search.stillhousedata.com/firm/104645/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104645

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.