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Rothwell Investment Advisors
ROTHWELL INVESTMENT ADVISORS is an SEC-registered investment adviser in Salem, MA, registered since 2025. The firm manages approximately $188 million in assets.
Overview
ROTHWELL INVESTMENT ADVISORS is an SEC-registered investment adviser in Salem, MA, registered since 2025. The firm manages approximately $188 million in assets. It has 5 employees and 3 investment advisers. ROTHWELL INVESTMENT ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-30, it reported 5 employees; 1,363 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Rothwell Investment Advisors?
No named principals or investment committee members are publicly disclosed. The firm does not list a management team on any accessible registry or website.
What investment strategies does Rothwell Investment Advisors employ?
There is no public information on Rothwell's investment strategies. The firm has not disclosed its asset-class focus or deployment methods.
Does Rothwell Investment Advisors have any known portfolio companies?
No portfolio companies or deal activity are cited in public records or media reports. The firm's investment holdings are undisclosed.
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