# RPOA ADVISORS, INC.

RPOA ADVISORS, INC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 157222
- Type: SEC-registered investment adviser
- SEC file number: 801-72262
- Location: 2820 DALLAS PARKWAY, PLANO, TX, 75093
- Phone: 469-246-3600
- Latest filing: 2026-04-20
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.6B
- Non-discretionary AUM: $30.6M
- Clients: 126
- Accounts: 13,358

## Business model

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

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Randolph L Howard | CHIEF FINANCIAL OFFICER | Ames, IA |
| Kenneth Alfred Moraif | PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE; TRUSTEE OF MORAIF FAMILY EXEMPT IRREVOCABLE TRUST | — |
| William Robert Frye | CHIEF COMPLIANCE OFFICER | — |
| Julia Stuart | CHIEF OPERATING OFFICER | — |
| Stephen Brassil Luby | CHIEF REVENUE OFFICER | — |
| Christopher Todd Winkler | CHIEF FINANCIAL OFFICER | — |
| Jordan Michael Roach | CHIEF INVESTMENT OFFICER | — |
| WINKLER CHRISTOPHER TODD | CHIEF FINANCIAL OFFICER | — |
| MORAIF KENNETH ALFRED | DIRECT OWNER; MANAGING MEMBER; PRESIDENT AND CHIEF EXECUTIVE OFFICER (+2 more) | — |
| HATTON CLARK CHRISTOPHER | DIRECT OWNER; MEMBER | — |
| DYER CHARLES DOUGLAS | DIRECT OWNER; MEMBER | — |
| DRAGON ELIAS ROBERT | DIRECT OWNER; MEMBER | — |
| BARTOL DOUGLAS MERRILL | DIRECT OWNER; MEMBER | — |
| FRYE WILLIAM ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | — |
| COCKRUM DAVID JOSEPH | CHIEF OPERATING OFFICER | — |
| WOLF BRIAN THOMAS | CHIEF FINANCIAL OFFICER | — |
| CARRILLO SUZANNA MARIA | VICE PRESIDENT OF BUSINESS DEVELOPMENT | — |
| ROACH JOHN MICHAEL | CHIEF INVESTMENT OFFICER | — |
| WARD JAMES LEO | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | — |
| STUART JULIA | CHIEF OPERATING OFFICER | — |
| LUBY STEPHEN BRASSIL | CHIEF REVENUE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157222/similar
- Related entities: https://search.stillhousedata.com/firm/157222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157222

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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.