Multi-Family OfficeRIA · CRD 334690SEC-Registered

Updated:

Storms & Rowdon Financial Services

STORMS & ROWDON FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Ormond Beach, FL, since 2025. The firm manages approximately $141 million...

Storms & Rowdon Financial Services

STORMS & ROWDON FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Ormond Beach, FL, since 2025. The firm manages approximately $141 million in assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Ormond Beach

Corporate office

New York, NY, United States

Principals

Scott Storms

President & Managing Director

Tim Rowdon

Executive Vice President & Managing Director

Sector focus

Private Wealth ManagementFinancial Planning

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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