Fee-only adviser · Herndon, VA
RR Portfolios, LLC
RR Portfolios, LLC is a fee-only investment adviser registered with the securities regulators of Ohio, Virginia, with its main office in Herndon, Virginia. On its latest Form ADV, filed February 24, 2026, it reports $31M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio, Virginia |
|---|---|
| Firm CRD number | 288261 |
| Office | 2201 Cooperative Way Suite 600 Herndon, VA 20171 |
| Phone | (937) 802-4997 |
| Website | rrportfolios.com |
| Regulatory assets under management | $31M |
| Individual clients | 7 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Herndon
- Birks Financial Corp. $291M
- Dream Financial Planning $5.2M
See all 3 fee-only advisers in Herndon →
Nearby
- Reston 16 firms
- Sterling 2 firms
- Great Falls 2 firms
- Potomac Falls 1 firm
- Tysons Corner 1 firm
- Vienna 15 firms
- Chantilly 2 firms
- Ashburn 9 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at RR Portfolios, LLC? Update this listing.