ROSCHMAN CAPITAL ADVISORS, LLC

RIASEC Registered

Total AUM

$1.4M

Discretionary

$1.4M

98% of AUM

Avg account

$98.8K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 282080
Website: www.roschmancapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses92.37%
HNWI7.63%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Roschman Capital Advisors, LLC operates as a small, independent registered investment adviser focused on fee-based relationships with individuals, families and a limited number of institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It describes itself as a capital allocator, meaning it places client capital with external managers as part of its investment program rather than relying solely on in‑house stock picking. Investment activity leans toward pooled public funds as the core building block of client portfolios, supplemented by external alternative strategies. The firm is not an active ESG investor and is organized as an LLC with real estate broker affiliation, which informs both its access to real estate opportunities and how it may incorporate property-related investments into client portfolios.