CRD: 173054
Rose Capital Advisors, LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2014
- Office Locations
- 8
Office Locations
About Rose Capital Advisors, LLC
Rose Capital Advisors is a Miami-based RIA serving individuals and families with long-term, comprehensive financial planning and investment strategy built around a team-based, client-first process. The firm supports clients and strategic partners worldwide, and its investment toolkit includes public funds/ETFs alongside alternatives and digital assets when appropriate. Custody partnerships include Pershing and Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH ROSE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2954324
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan Binns
Portfolio Manager
- CRD
- #6959725
Jordy Elster
Investment Operations Analyst
- CRD
- --
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $485,245,692 | $565,554 |
| Non-Discretionary | $123,070,374 | $2,085,939 |
| Total | $608,316,066 | $663,376 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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