CRD: 137604
Roseline Capitol Advisors, LLC
$67.7M Total AUM
$67.7M Disc. AUM
-- 3Y CAGR
5 Employees
27 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2006
- Office Locations
- 1
Office Locations
140 Virginia St. Suite 300 Richmond VA
About Roseline Capitol Advisors, LLC
The Roseline Group is a Richmond-based firm providing tax preparation and planning alongside financial planning and investment management/consulting for individuals, families, and closely held businesses. Investment services are delivered through Roseline Capitol Advisors (an RIA), enabling coordinated, tax-aware portfolio guidance; the practice reports custody through Fidelity/NFS.
Team overview
57 AVG AGE
$22.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
16 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BETH P. BRADBERRY
Partner
- CRD
- #4921970
- Ownership
- 25% but less than 50%
Available
Available
Available
JAMES VANMETER DUTY
Chief Compliance Officer, Owner
- CRD
- #2700535
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,727,803 | $1,525,609 |
| Non-Discretionary | $0 | -- |
| Total | $67,727,803 | $1,525,609 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
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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