CRD: 105672
Timecapital Investor Advisory Services INC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-1976
- Office Locations
- 3
Office Locations
About Timecapital Investor Advisory Services INC
TimeCapital Investor Advisory Services is a New York–based RIA (founded 1976) providing customized investment management aligned to client goals and market-risk tolerance, with a relationship-driven, multigenerational client base. Portfolios commonly use ETFs alongside private fund allocations and are custodied with Pershing. The firm has operated from the same location for nearly 50 years.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALEX JOHN ROHMAN
Chief Compliance Officer, DIRECTOR, President
- CRD
- #2272815
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEITH AARON BUTLER
Vice President
- CRD
- #6062206
Kerry Frances Rothemich
Financial Advisor
- CRD
- #6990909
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,134,125 | $555,211 |
| Non-Discretionary | $119,912,324 | $503,833 |
| Total | $262,046,449 | $530,458 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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