# Rogan & Associates

Rogan & Associates is a Bank / Wealth / Trust based in Safety Harbor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Safety Harbor, United States
- **Region:** North America
- **Address:** 200 9th Avenue North, Suite 100, Safety Harbor, FL 34695, United States
- **Assets under management:** Undisclosed
- **Website:** roganfinancial.com

## Regulatory record

- **CRD number:** 42762
- **SEC file number:** 801-69994
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/42762

## About

Rogan & Associates is an SEC-registered investment adviser in Safety Harbor, FL, registered since 2009. The firm manages $710 million in assets. It has 14 employees and 9 investment advisers.

## Sectors

- Financial Services

## Offices

- Addison, TX, United States
- Tampa, FL, United States
- Lakewood Ranch, FL, United States

## People

- Michael Rogan — Founder

## Questions

### Who makes the investment decisions at Rogan & Associates?

Michael Rogan, the firm's founder, is the only investment professional named publicly. The firm presents as a principal-led planning practice; it does not disclose a separate investment committee or CIO. Day-to-day advice and plan execution appear to flow through a team of planners that the firm describes as a veteran group with decades of industry experience.

### Does Rogan & Associates manage proprietary funds or private investment vehicles?

No. There is no indication in firm materials of any pooled vehicle, hedge fund, venture fund, or direct real-estate syndication. It operates as a wealth-management and financial-planning practice that allocates client capital to external managers and insurance-based products rather than manufacturing its own investments.

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Last updated: 2026-06-03T20:00:00.000Z

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