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Storms & Rowdon Financial Services
Scott Storms and Tim Rowdon founded Storms & Rowdon Financial Services in 2006 after building careers in financial services.
Storms & Rowdon Financial Services
Scott Storms and Tim Rowdon founded Storms & Rowdon Financial Services in 2006 after building careers in financial services. The New York-based RIA structures itself as a multi-family office, focusing on comprehensive wealth stewardship for high-net-worth families and individuals. The firm's client base spans retirees, business owners, and multigenerational families who require coordinated tax, estate, and investment planning. Storms & Rowdon delivers financial planning and portfolio management across public equities, fixed income, alternative investments, and cash management. The firm does not disclose specific portfolio holdings or direct co-investment activity, but registration records indicate it operates as an SEC-registered investment adviser. Geographic focus is primarily domestic, with clients concentrated in the northeastern United States. The firm's team size is not publicly disclosed. No additional offices beyond New York headquarters are listed. Storms & Rowdon does not maintain a separately branded philanthropic foundation or operating-company arm. The firm's recent posture remains centered on organic client growth and retention, with no reported acquisitions or partnership changes in the last 24 months (per SEC filings, 2024). Storms & Rowdon's structural differentiator is its independence as a boutique, owner-operated RIA. Without affiliation to a larger bank or brokerage, the firm can tailor asset allocation and planning strategies to each family's specific liquidity, risk, and generational-transfer needs. This governance structure aligns the principals' incentives directly with client outcomes.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Scott Storms
President & Managing Director
Tim Rowdon
Executive Vice President & Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Storms & Rowdon?
Scott Storms, President & Managing Director, and Tim Rowdon, Executive Vice President & Managing Director, oversee the firm's investment and planning strategies. Both are co-founders and principal owners, holding managing roles across client relationships and portfolio construction (per SEC ADV filing).
Is Storms & Rowdon structured as a single family office or does it operate more like a wealth management firm?
Storms & Rowdon is structured as an SEC-registered investment adviser (RIA) operating as a multi-family office. It serves multiple unrelated families and individuals, distinguishing it from a single-family office dedicated to one family's wealth (per SEC registration).
How does Storms & Rowdon source proprietary deal flow?
Storms & Rowdon does not publicly position itself as a direct private-equity or venture investor. Its investment approach centers on traditional asset allocation and third-party manager selection rather than proprietary deal origination. Client portfolios are constructed primarily through publicly traded securities and alternative investment funds.
Does Storms & Rowdon participate in fund commitments or only direct deals?
The firm typically recommends fund commitments and structured investment vehicles to clients rather than direct co-investments. As a multi-family office and RIA, it uses external managers to access alternative asset classes including private equity and hedge funds.
What investment stages does Storms & Rowdon typically target?
The firm does not focus on venture-stage or early-stage direct investments. Its portfolio management approach targets diversified exposure across growth and value equities, fixed income, and alternatives, with planning horizons aligned to clients' life cycles and liquidity needs.
Where does the underlying wealth for Storms & Rowdon clients come from?
The firm does not disclose specific wealth origins of its client base. Based on public registration and practice description, clients likely include business owners, executives, and multi-generational families with accumulated wealth from financial services, corporate careers, and entrepreneurship.
Does Storms & Rowdon maintain philanthropic structures, and how are they separated?
Storms & Rowdon does not operate a separate philanthropic foundation or charity under its own name. The firm advises clients on charitable giving strategies, including donor-advised funds and foundations, but does not manage a proprietary philanthropic vehicle.
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