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Rohr Capital Management

Updated today

Client assets under management

$62,955,445

Clients

358

3% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

179

Very High

Average account size

$175,853

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

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

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Fee options

Fixed

Up to $3,000 per comprehensive financial plan, negotiable

Project-based

$100 - $500 per hour, negotiated in advance

Main office location

Rohr Capital Management

2801 Dudley Avenue, Suite B

Parkersburg WV 26101, United States

Number of offices

2

Most active in

Ohio · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

General retirement planning Cash flow / budgeting
user avatar

Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a Series 65-licensed advisor with Rohr Capital Management in Parkersburg, WV, where she has worked since 2022. She has three years of industry experience and additional background as an independent tax return preparer and president of Problem-Solving Math, LLC, an educational support services business. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning services to individuals and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis.

General retirement planning Cash flow / budgeting
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