RALL CAPITAL MANAGEMENT, INC.

Overview

Rall Capital Management, Inc. is an independent, owner-operated registered investment advisor that focuses on individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages assets on a discretionary basis, indicating it routinely implements model and client-specific allocations without needing prior transaction approval for each trade. Investment activity is anchored in publicly available pooled vehicles—primarily mutual funds and other public funds—as the core building blocks of client portfolios. Alongside those core holdings, the firm allocates to third-party alternative managers across private equity, hedge funds and real estate when appropriate, and occasionally uses annuities for liability-management or income planning. Rall Capital is not positioned as an ESG-focused investor and operates on a single-state basis under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices