# ROCKPORT WEALTH, LLC

ROCKPORT WEALTH, LLC of FAIRVIEW PARK, OH is an SEC-registered investment adviser.

## Registration

- CRD: 297122
- Type: SEC-registered investment adviser
- SEC file number: 801-126796
- Location: 22730 FAIRVIEW CENTER DR, SUITE# 150, FAIRVIEW PARK, OH, 44126
- Phone: (216) 226-4560
- Latest filing: 2026-05-29
- Regulatory AUM: $676.4M
- Discretionary AUM: $676.4M
- Clients: 15
- Accounts: 3,004

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Charles David Dickinson | CHIEF COMPLIANCE OFFICER | — |
| Adam Richard Stalnaker | MANAGING MEMBER; OWNER | — |
| Joseph John Kovach | MEMBER; OWNER | — |
| Thomas Valentine David | SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| DICKINSON CHARLES DAVID | CHIEF COMPLIANCE OFFICER | — |
| STALNAKER ADAM RICHARD | MANAGING MEMBER; OWNER | — |
| KOVACH JOSEPH JOHN | MEMBER; OWNER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297122/similar
- Related entities: https://search.stillhousedata.com/firm/297122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297122

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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.