Rock Creek Investment Advisors, LLC (Arlington)

Rock Creek Investment Advisors, LLC is a large advisory firm based in Arlington. It manages $102.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Virginia.

Rock Creek Investment Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rock Creek Investment Advisors: assets under management

The assets under management (AUM) of Rock Creek Investment Advisors, LLC is $102.37 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $102.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.37 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 100% of the total AUM.

Careers at Rock Creek Investment Advisors, LLC

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
(Jr) James Rock Tonkel	President and chief executive officer	1 Aug 2018	Other	1502302
Richard Ernst Konzmann	Evp, chief financial officer and treasurer (chief compliance officer)	1 Aug 2018	Other	7015139
Brian Joseph Bowers	Senior vice president and chief investment officer	1 Aug 2018	Other	1959426
David Scott Parish	Secretary	1 Aug 2018	Other	4398662
Arlington Asset Investment Corp.	Member	1 Aug 2018	75% - 100%	54-1873198

Based in Arlington

The principal office where Rock Creek Investment Advisors, LLC performs its advisory services is located at 1001 Nineteenth Street North, Arlington, VA 22209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.