# ROGAN & ASSOCIATES, INC.

ROGAN & ASSOCIATES, INC. of SAFETY HARBOR, FL is an SEC-registered investment adviser.

## Registration

- CRD: 42762
- Type: SEC-registered investment adviser
- SEC file number: 801-69994
- Location: 200 9TH AVENUE NORTH, SUITE 100, SAFETY HARBOR, FL, 34695
- Phone: 727-712-3400
- Latest filing: 2026-05-15
- Regulatory AUM: $709.6M
- Discretionary AUM: $709.6M
- Clients: 14
- Accounts: 1,483

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Gerard Rogan | PRESIDENT/CEO/CFO/MSP/ROSFP/SOLE OFFICER/SOLE SHAREHOLDER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER | — |
| Edwin Robinson Foss | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, GENERAL SECURITIES PRINCIPAL | — |
| Ana R Carter | FINOP | — |
| CARTER DAVID R | FINOP | — |
| ROGAN BRIAN GERARD | PRESIDENT/CEO/CFO/MSP/ROSFP/SOLE OFFICER/SOLE SHAREHOLDER; PRESIDENT/CEO/CFO/MSP/ROSFP/SOLE OFFICER/SOLE SHAREHOLDER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER | — |
| FOSS EDWIN ROBINSON | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, GENERAL SECURITIES PRINCIPAL | — |
| Edwin Robinson Foss | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, GENERAL SECURITIES PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/42762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/42762/similar
- Related entities: https://search.stillhousedata.com/firm/42762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/42762

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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.