ROOTSON CAPITAL LLC

Overview

Rootson Capital LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management. Its advisory scope, as reported, covers individual and small-business clients as well as businesses or institutional accounts. The firm charges either a percentage of assets under management or fixed fees for its services. Public classification is listed as unclassified and the firm is not identified as a capital allocator. It does not report being an active ESG investor and is not registered as a multi-state adviser. The SEC registration year is not available in the provided data, and there are no indications of related-adviser relationships or specialized pension-consulting activities.

Assets & Accounts