Rostad Capital Management, Inc.

Overview

Rostad Capital Management, Inc. is an independent, owner-operated registered investment adviser organized as a corporation that provides fee-based portfolio management for individuals and small businesses. The firm’s commercial activities also include accounting services, and it appears to combine advisory work with that accounting practice rather than operating as a multi-state or institutional consultant. Compensation is structured as a percentage of assets under management. The firm is not identified as a capital allocator, does not report active ESG investing, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices