Rohr Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients. Offerings include custom portfolio management, comprehensive written financial plans, and project- or hourly-based financial planning consulting.
The firm employs a tactical allocation approach using exchange-listed securities, mutual funds and occasional individual stock recommendations, and draws on fundamental, technical and cyclical analysis; it may use cash positions as a hedge and rebalances to address sector or dividend objectives. Accounts are managed on a discretionary basis and the firm states it acts as a fiduciary with respect to retirement accounts.
The brochure discloses that the firm’s principal is licensed as an insurance agent and also operates an accounting/tax-preparation business, both of which are disclosed as potential sources of additional compensation and conflicts of interest. The firm also discloses prior customer complaints involving the principal and describes its small-firm operating model and reliance on outside research, which are material operational considerations relative to many peers.
Client services
Expertise
Fee options
Up to $3,000 per comprehensive financial plan, negotiable
$100 - $500 per hour, negotiated in advance
Main office
2801 Dudley Avenue, Suite B
Parkersburg WV 26101
Advisors at this office
2
Most active in
Ohio · West Virginia
Also doing business as
Rohr Capital Management · Rohr Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Taj R
Series 66
Parkersburg, WV
Rohr Capital Management
Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.
Ashley B
Series 65
Parkersburg, WV
Rohr Capital Management
Ashley Boggs is a financial advisor at Rohr Capital Management in Parkersburg, WV, holding a Series 65 designation with four years of industry experience. In addition to her advisory role, she is the president of Problem-Solving Math, LLC, an educational support services business, and works as an independent tax return preparer. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients, using a tactical allocation approach with exchange-listed securities, mutual funds, and select individual stocks. The firm manages accounts on a discretionary basis and acts as a fiduciary for retirement accounts.
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