ROTHWELL INVESTMENT ADVISORS

Overview

Rothwell Investment Advisors is an independent, fee-based registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, while also working with some institutional clients. Its stated investment posture is equity‑centric: client assets are primarily allocated to exchange‑traded equities and ETFs, delivered through separately managed account structures and discretionary portfolios. The firm does not position itself as an ESG investor and does not act as a capital allocator for outside funds. Investment management is delivered on a percentage‑of‑AUM fee model. Rothwell Investment Advisors emphasizes active portfolio oversight for its client base rather than model‑only or purely passive advisory solutions, tailoring equity exposures and allocations across client accounts in line with individual financial plans and risk profiles.

Assets & Accounts

Investments & Alternatives

Location & Offices