ROGERS CONSULTING ASSOCIATES, INC.

Overview

Rogers Consulting Associates, Inc. operates as an independent registered investment adviser serving both individual and institutional clients. The firm provides financial planning and portfolio management across individual, pooled and institutional mandates and also functions as an insurance broker. Its ownership is individual-led and the adviser charges a mix of percentage-of-AUM, hourly and fixed fees. Investment posture is equity-oriented, with portfolios implemented largely through exchange-traded equities and separately managed accounts, while the firm also sponsors and manages pooled investment vehicles on behalf of clients. Rogers Consulting Associates is not positioned as a multi-state adviser or an ESG-focused allocator. In addition to advisory duties it holds roles such as accountant and sponsor, and can act as general partner or managing member of pooled investment vehicles, indicating the firm sometimes takes an active role in structuring private funds or vehicles for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices