Rosemeyer Management Group

RIASEC RegisteredEst. 2020
Total AUM
$914M
Discretionary
$874M
96% of AUM
Avg account
$781K
Accounts
1,170
Employees
23
Advisory reps
15

Firm details

Headquarters
Platteville, Wisconsin
CRD number
310363
Registered since
November 12, 2020
Website
rmgwealth.nm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI62.16%
  • Individuals32.08%
  • Corporations / Businesses2.34%
  • Pension & Profit Sharing Plans2.05%
  • Charitable Organizations1.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Rosemeyer Management Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is through both a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor. Industry affiliation listed includes accounting relationships, suggesting close coordination with tax and accounting professionals as part of client service delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Regan Shipp

    Regan Shipp

    Partner and Chief Operating OfficerCRD 7006095

  • Jacob Rosemeyer

    Jacob Rosemeyer

    Partner and Chief Executive OfficerCRD 6821451

  • Andrew Tranel

    Andrew Tranel

    Partner & Chief Compliance OfficerCRD 6420432

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Contacts

3 of 11
  • Carter Klaas

    Carter Klaas

    Senior Financial AdvisorCRD 7253814

  • Payton Simon

    Payton Simon

    Financial AdvisorCRD 6947005

  • Joseph Schultz

    Joseph Schultz

    Investment AdvisorCRD 7307011

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 335

Active vs passive

$2.1B in ETFs

Passive

100%

$2.1B

Active

<1%

$6.4M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$209M5,875,5459.88%
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Location

Primary office

Platteville, WI

Grant

Location

Platteville, WI

Headquartered in Platteville, WI, in the Midwest of the United States.

Region
Midwest
County
Grant
Address
1290 E Mineral St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth