ROCKCLIFF CAPITAL, LLC

Overview

Rockcliff Capital, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with a mix of financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm runs a fee schedule that includes a percentage of assets under management, hourly charges and fixed fees, and it holds discretion over the majority of client assets. Investment positioning is equity‑centric: the firm favors exchange‑traded equities for core exposure and uses those liquid instruments to build tax‑aware, tradable portfolios. Rockcliff does not identify as an active ESG investor and operates on a relatively compact scale, which supports a hands‑on, relationship driven advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices