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- Custodian
- Bank OF America · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-1986
- Office Locations
- 3
Office Locations
About R.w. Roge & Company, INC
R.W. Rogé & Company is an independent, fee-only RIA providing personalized financial planning, retirement planning, and investment management for individuals and families nationwide, with offices in Long Island, NY and Beverly, MA. Founded in 1986, the team includes CFP® professionals and operates as a fiduciary. Portfolios are primarily ETF- and fund-based and typically custody at Schwab, using a proprietary planning process to guide long-term goals and legacy planning.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
STEVEN MICHAEL ROGE
Chief Executive Officer, Chief Investment Officer, Managing Director
- CRD
- #4866201
- Ownership
- 75% or more
SUSAN JEANNE ROGE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PHILIP BRUCATO
Wealth Advisor
- CRD
- #4837619
CHRISTOPHER MICHAEL KEHOE
Wealth Advisor and Director of Investment Research
- CRD
- #2424005
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,213,644 | $480,795 |
| Non-Discretionary | $24,244,506 | $4,848,901 |
| Total | $419,458,150 | $507,205 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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