# ROSSBY FINANCIAL, LLC

ROSSBY FINANCIAL, LLC of MELBOURNE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 324631
- Type: SEC-registered investment adviser
- SEC file number: 801-127370
- Location: 2412 IRWIN STREET, MELBOURNE, FL, 32901
- Phone: 321-209-0111
- Latest filing: 2026-07-31
- Regulatory AUM: $854.8M
- Discretionary AUM: $844.3M
- Non-discretionary AUM: $10.5M
- Clients: 7
- Accounts: 3,910

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Evans L John | CEO, PRESIDENT; CEO, PRESIDENT, CCO | Fern Park, FL |
| Andrew John Evans | CCO, CEO, PRESIDENT; CEO | — |
| Christopher Joseph Marsico | MEMBER | — |
| Jennifer Lynn Szeklinski | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Kelly T Renner | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| Jason Lee Renner | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| MARSICO CHRISTOPHER JOSEPH | MEMBER | — |
| SZEKLINSKI JENNIFER LYNN | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| RENNER KELLY T | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| RENNER JASON LEE | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Stickelman Alexandra Rose Addington | CHIEF COMPLIANCE OFFICER | — |
| Melissa B Reaktenwalt | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Frances Ann Toler | EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| Marissa Harris | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324631/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324631/similar
- Related entities: https://search.stillhousedata.com/firm/324631/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324631

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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.