Roosevelt Advisors LLC

Overview

Roosevelt Advisors LLC is a small, independent registered investment adviser that serves individual and family clients with a fee model centered on a percentage of assets under management alongside other revenue sources. The firm functions as a capital allocator and combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with services that include selecting outside managers and running educational seminars. Roosevelt Advisors also operates as an insurance broker, which it uses to complement investment advice and deliver holistic household planning solutions. Investment emphasis is equity-focused: the firm shows a strong preference for exchange-traded equities as the backbone of client portfolios. As an independent RIA that is not positioned as an active ESG investor, Roosevelt Advisors pursues straightforward, market-facing equity allocations and supplements them with externally managed real estate strategies and mutual funds when appropriate. Its advisory approach favors scalable, transparent instruments and third-party manager relationships where specialist skill or alternative exposure is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices