ROOTED FINANCIAL GROUP, LLC

Overview

Rooted Financial Group, LLC is an SEC-registered limited liability company that provides advisory and portfolio management services primarily to individuals and families, and to small businesses. The firm reports a mix of fee arrangements, charging both a percentage of assets under management and fixed fees. Its stated advisory activity is portfolio management for individuals and small businesses. Rooted Financial Group is not identified as an active ESG investor, does not present itself as a multi-state adviser, and lists industry affiliation as an investment adviser. The firm registered with the SEC in 2025 and operates under a domestic ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices