ROCKY MOUNTAIN ADVISERS, LLC
SEC RegisteredAbout the firm
SRH Advisors, LLC is an investment advisory firm whose philosophy is to invest in good businesses at attractive valuations for the long-run. The firm utilizes a disciplined, bottom-up, value-driven investment process designed to identify potentially attractive investment opportunities through extensive fundamental research analyzing qualitative and quantitative factors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
SRH Advisors manages funds using a bottom-up, value-driven investment process focused on identifying quality businesses with solid financial positions and strong operating track records, investing at a discount to intrinsic value for the long-term.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 142 | $32M |
| High Net Worth Individuals | 96 | $610M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROCKY MOUNTAIN ADVISERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.