Roulston & Co Inc (Cleveland)

Name: Roulston & Co Inc
Address: 3636 Euclid Avenue, Cleveland, OH, 44115
Telephone: 216-431-3000

Roulston & Co Inc is a large advisory firm based in Cleveland. It manages $191.61 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Montana, and 3 other states.

Roulston & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roulston &: assets under management

The assets under management (AUM) of Roulston & Co Inc is $191.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $191.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $859.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roulston & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Roulston & Co Inc

Howard Wayne Harpster has served as the Chief Investment Officer since 1 May 1999. Llc Fairport Asset Management joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George William Sievila	Exec. vp	1 Nov 1975	Other	423644
Scott Davies Roulston	Director - president & ceo	1 Mar 1982	25% - 50%	1821030
Heather Roulston Ettinger	Director-exec. vp	1 Mar 1987	25% - 50%	1211843
Kenneth John Coleman	Coo - director	1 Jan 1999	Other	4345617
Howard Wayne Harpster	Chief investment officer	1 May 1999	Other	4345613
Llc Fairport Asset Management	Sole shareholder	1 Oct 2001	75% - 100%	34-1840121

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William R. Robertson	Director	1 Oct 2001	Other	4473900
John Franklin Turben	Director	1 Oct 2001	Other	4364795
Michael Sherwin	Director	1 Oct 2001	Other	4364797
Paul Roger Abbey	Director & senior managing director	1 Oct 2001	Other	847283
Gregory Paul Althans	Senior managing director	1 Oct 2001	Other	1146456
Stephen R Shloss	Director	1 Oct 2001	Other	1384181

Based in Cleveland

The principal office where Roulston & Co Inc performs its advisory services is located at 3636 Euclid Avenue, Cleveland, OH 44115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-431-3000 or by fax 216-431-4057. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.roulston.com.