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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-1996
- Office Locations
- 1
Office Locations
About Roscoe Financial
Roscoe Financial is an Ohio-based, retail-focused RIA serving a strictly limited, invitation- and referral-only clientele. The firm provides financial and estate planning, insurance guidance, and portfolio construction/asset allocation for individuals including retirees. Portfolios primarily use public funds with some ETFs and fixed income exposure, and custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFRY BRYAN HAMILTON
Chairman, Chief Compliance Officer, FOUNDER
- CRD
- #4543916
- Ownership
- 75% or more
REBEKA MARLAYNE HAMILTON
Compliance Officer, President, Vice President
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,310,642 | -- |
| Total | $11,310,642 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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