ROCKCREST FINANCIAL LLC

ROCKCREST FINANCIAL LLC of SOMERS POINT, NJ is an SEC-registered investment adviser (CRD 282360). Regulatory assets under management: $44.3M.

Registration

• CRD: 282360
• Type: Registered investment adviser
• Location: 551 NEW ROAD, SOMERS POINT, NJ, 08244
• Phone: 856-694-3288
• Latest filing: 2026-05-14
• Regulatory AUM: $44.3M
• Discretionary AUM: $44.3M
• Clients: 3
• Accounts: 224

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search