# ROUND ROCK ADVISORS LLC

ROUND ROCK ADVISORS LLC of WILTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 286007
- Type: SEC-registered investment adviser
- SEC file number: 801-108989
- Location: 187 DANBURY ROAD, SUITE 201, WILTON, CT, 06897
- Phone: (203) 920-4774
- Latest filing: 2026-06-22
- Regulatory AUM: $906.7M
- Discretionary AUM: $906.7M
- Clients: 22
- Accounts: 1,935

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Bert Thomas Bowler | MANAGING MEMBER, PRINCIPAL,  AND PRIVATE WEALTH ADVISOR; MEMBER, PRINCIPAL,  AND PRIVATE WEALTH ADVISOR | — |
| Craig Dan Jensen | MEMBER, CCO AND PRIVATE WEALTH ADVISOR | — |
| Erika B Morro | CHIEF OPERATIONS OFFICER | — |
| WINN CHRISTOPHER EDWARD | INTERIM CCO; MANAGING MEMBER AND INTERIM CCO | — |
| JENSEN CRAIG DAN | MEMBER AND CCO; MEMBER, CCO AND PRIVATE WEALTH ADVISOR | — |
| BOWLER BERT THOMAS | MANAGING MEMBER, PRINCIPAL AND PRIVATE WEALTH ADVISOR; MANAGING MEMBER, PRINCIPAL,  AND PRIVATE WEALTH ADVISOR; MANAGING MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND PRIVATE WEALTH ADVISOR | — |
| DOWNEY DIXON PLACE | CHIEF COMPLIANCE OFFICER AND PRIVATE WEALTH ADVISOR | — |
| MORRO ERIKA BERRIO | CHIEF COMPLIANCE OFFICER | — |
| MORRO ERIKA B | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286007/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286007/similar
- Related entities: https://search.stillhousedata.com/firm/286007/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286007

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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.