ROSELINE CAPITOL ADVISORS, LLC

RIASEC Registered
Total AUM
$67.7M
Discretionary
$67.7M
100% of AUM
Avg account
$1.1M
Accounts
61
Employees
5
Advisory reps
3

Firm details

Headquarters
RICHMOND, Virginia
CRD number
137604
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI86.6%
  • Individuals12.74%
  • Corporations / Businesses0.66%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Roseline Capitol Advisors, LLC is an independent registered investment advisory firm organized as an LLC that serves both high‑net‑worth individuals/families and institutional clients. Its core advisory offerings are financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage‑of‑AUM fees as well as hourly and fixed fees, and lists an accountant among its industry affiliations. Roseline Capitol is not positioned as an ESG‑focused manager, does not present itself as a capital allocator, and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Cash & Cash Equivalents 17%, Exchange Traded Equities 6%, Investment Grade Corp Bonds 3%74%
  • Public Funds/Mutual Funds74%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities6%
  • Investment Grade Corp Bonds3%

Contacts

3 of 3
  • JAMES DUTY

    Co-Founder & PartnerCRD 2700535

  • JOHN FLOUNDERS

    Co-Founder & PartnerCRD 4695261

  • BETH BRADBERRY

    Partner, Co-FounderCRD 4921970

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
140 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth