Rohr Capital Management
Firm details
- Headquarters
- Parkersburg, West Virginia
- CRD number
- 299876
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.69%
- HNWI21.54%
- Insurance Companies1.06%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rohr Capital Management is an independent registered investment adviser organized as an LLC that serves individual and family clients with fee-based financial planning and discretionary portfolio management. The firm operates as a multi-service advisory practice—combining investment management with insurance brokerage and accounting capabilities—to deliver integrated advice for households and small-business owners. Its investment posture is equity‑centric: exchange‑traded equities and ETFs make up the lion’s share of assets under management, and discretionary mandates dominate the book. Fee arrangements include percentage of AUM alongside hourly and fixed-fee engagements, allowing flexibility for planning-focused clients as well as traditional asset-management relationships. Advisory activity is concentrated on individualized plans and portfolios rather than institutional consulting or wide-ranging wholesale distribution. Rohr Capital does not position itself as a capital allocator; instead it relies on third-party managers for certain alternative exposures and uses mutual funds and ETFs to implement core allocations. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Taj Rohr
CEO and PresidentCRD 5835877
Contacts
1 of 1
Ashley Boggs
Private Wealth AdvisorCRD 7626749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parkersburg, WV
Wood
Location
Parkersburg, WV
Headquartered in Parkersburg, WV, anchoring the Parkersburg-Marietta-Vienna, WV-OH metro in the South.
- Metro area
- Parkersburg-Marietta-Vienna, WV-OH
- Region
- South
- County
- Wood
- Address
- 2801 Dudley Ave
- Time zone
- ET (UTC-5)
- Office locations
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