ROSELINE CAPITOL ADVISORS, LLC
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 137604
- Website
- theroselinegroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.6%
- Individuals12.74%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Roseline Capitol Advisors, LLC is an independent registered investment advisory firm organized as an LLC that serves both high‑net‑worth individuals/families and institutional clients. Its core advisory offerings are financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage‑of‑AUM fees as well as hourly and fixed fees, and lists an accountant among its industry affiliations. Roseline Capitol is not positioned as an ESG‑focused manager, does not present itself as a capital allocator, and does not act as a pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents17%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds3%
Contacts
3 of 3JAMES DUTY
Co-Founder & PartnerCRD 2700535
JOHN FLOUNDERS
Co-Founder & PartnerCRD 4695261
BETH BRADBERRY
Partner, Co-FounderCRD 4921970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHMOND, VA
RICHMOND CITY
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- RICHMOND CITY
- Address
- 140 Virginia St
- Time zone
- ET (UTC-5)
- Office locations
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