$122.7M Total AUM
$122.7M Disc. AUM
-- 3Y CAGR
3 Employees
158 ADV. Clients
21 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2004
- Office Locations
- 2
Office Locations
573 Barnes Blvd Suite 103 Rockledge FL
-- Merritt Island FL
About Rall Capital Management, Inc.
Rall Capital Management is a family-owned, independent fee-only RIA serving families—from young professionals to retirees—with personalized financial planning and ongoing investment guidance. The firm acts as a fiduciary financial advocate, does not sell products or take commissions, and helps clients align retirement, estate, insurance, and charitable-giving decisions. Custody includes Charles Schwab.
Team overview
51 AVG AGE
$61.4M AVG AUM / ADVISOR
$776.8K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ROBERT JOSEPH RALL
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #2142491
- Ownership
- 75% or more
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Adam R Rall
Certified Financial Planner
- CRD
- #7340196
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,740,098 | $288,122 |
| Non-Discretionary | $0 | -- |
| Total | $122,740,098 | $288,122 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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