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Meridian, ID Office

Team
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Desert Rose Capital Management, Inc. logo

Desert Rose Capital Management, Inc.

Team

Firm-wide stats for Desert Rose Capital Management, Inc.

Total advisors

12

Across 7 offices

Clients per advisor

60 Typical

Avg AUM per client

$166,478 Very Low

HNW client ratio

5% Very Low

About

Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals (including high-net-worth clients), trusts, estates, retirement plans, and other registered investment advisers, and it manages separately managed accounts as well as a pooled investment vehicle available to accredited investors. The firm also facilitates access to private placements and alternative investments for suitable clients and coordinates related administrative and custodial arrangements.

The firm’s investment approach emphasizes the use of exchange-traded options—frequently long-term call overlays—paired with income-producing, lower-volatility assets to seek downside mitigation while participating in market appreciation, supported by proprietary algorithms and software for trade selection and portfolio adjustments. Desert Rose conducts detailed due diligence and ongoing integration of private investments into client portfolios and serves as the investment manager for a pooled vehicle that primarily acquires permanent life insurance policies and underwrites loans collateralized by policy cash values.

Desert Rose is atypical for its peer group in combining sub-advisory work for other RIAs with sponsorship and management of a pooled vehicle and related private-investment activities, and it maintains affiliated lending and insurance businesses that create intercompany conflicts disclosed in its offering materials and mitigated through disclosures and governance. The firm also does not position standalone financial planning as a core service, a feature that is less common among multi-advisor firms of its size.

Based on Desert Rose Capital Management, Inc.

Expertise

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)

Based on Desert Rose Capital Management, Inc.

Location

2929 W. Navigator Drive, Ste. 320

Meridian ID 83642

Advisors at this office

6

Advisors at this office

user avatar

Nathaniel S

Series 63, Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. in Meridian, Idaho, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank before joining Desert Rose in 2019. Nathaniel is also a licensed life insurance agent affiliated with LWM Life. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, with a focus on using exchange-traded options combined with income-producing assets to manage risk and seek market appreciation. The firm serves high-net-worth clients and offers access to private placements, alternative investments, and manages a pooled investment vehicle primarily centered on permanent life insurance policies.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Rohit J

Series 65

Meridian, ID

Desert Rose Capital Management, Inc.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Spencer A

Series 65

Meridian, ID

Desert Rose Capital Management, Inc.

Spencer Anderson is a financial advisor at Desert Rose Capital Management, Inc. with three years of industry experience. He holds the Series 65 designation and has worked at Legacy Wealth Management LLC and The Stafford Corporation. Anderson serves in the United States Army Reserves and has experience with The Church of Jesus Christ of Latter-day Saints. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm’s investment approach combines exchange-traded options with income-producing assets to pursue downside mitigation and market appreciation, supported by proprietary algorithms and ongoing due diligence on private investments.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Kirk S

Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Sherika R

Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Mi Kenna F

Series 65

Meridian, ID

Desert Rose Capital Management, Inc.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Desert Rose Capital Management, she held positions at The Stafford Corporation and various other organizations in non-financial roles. Desert Rose Capital Management offers discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm’s investment approach uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and integrates private investments and alternative strategies within client portfolios.

Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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