ROHR CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$64.1M
Discretionary
$64.1M
100% of AUM
Avg account
$125K
Accounts
511
Employees
3
Advisory reps
2

Firm details

Headquarters
PARKERSBURG, West Virginia
CRD number
299876
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals76.69%
  • HNWI21.54%
  • Insurance Companies1.06%
  • Charitable Organizations0.7%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rohr Capital Management is an independent registered investment adviser organized as an LLC that serves individual and family clients with fee-based financial planning and discretionary portfolio management. The firm operates as a multi-service advisory practice—combining investment management with insurance brokerage and accounting capabilities—to deliver integrated advice for households and small-business owners. Its investment posture is equity‑centric: exchange‑traded equities and ETFs make up the lion’s share of assets under management, and discretionary mandates dominate the book. Fee arrangements include percentage of AUM alongside hourly and fixed-fee engagements, allowing flexibility for planning-focused clients as well as traditional asset-management relationships. Advisory activity is concentrated on individualized plans and portfolios rather than institutional consulting or wide-ranging wholesale distribution. Rohr Capital does not position itself as a capital allocator; instead it relies on third-party managers for certain alternative exposures and uses mutual funds and ETFs to implement core allocations. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • TAJ ROHR

    CEO and PresidentCRD 5835877

Contacts

1 of 1
  • Ashley Boggs

    Financial AdvisorCRD 7626749

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PARKERSBURG, WV

WOOD

Location

PARKERSBURG, WV

Headquartered in PARKERSBURG, WV, anchoring the Parkersburg-Marietta-Vienna, WV-OH metro in the South.

Metro area
Parkersburg-Marietta-Vienna, WV-OH
Region
South
County
WOOD
Address
2801 Dudley Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth