ROGUE ADVISORS, LLC

Overview

Rogue Advisors, LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees by percentage of assets under management and also uses hourly and fixed-fee engagement models, which supports working with clients across different relationship sizes and planning needs. On the investment side, Rogue Advisors tilts toward pooled public vehicles—mutual funds and other public funds make up the single largest slice of client assets—while maintaining discretionary portfolio management across client relationships. The firm does not position itself as an ESG-focused investor. It is organized as a limited liability company and is owned by an individual principal, operating as a small, client-focused independent RIA rather than a large multi-state or wirehouse operation.

Assets & Accounts

Investments & Alternatives

Location & Offices