A complete list of active advisors currently associated with Roseline Capitol Advisors, LLC

Warmer can help you find a great advisor at Roseline Capitol Advisors, LLC or one who fits your needs even better.

Roseline Capitol Advisors primarily serves high‑net‑worth individuals, trusts and retirement accounts and maintains a relatively small, household‑based client roster. The firm provides discretionary and non‑discretionary portfolio management and investment consulting across equities, mutual funds, exchange‑traded funds, fixed income and selected alternative instruments. The firm combines multiple methods of analysis—fundamental, technical, charting and cyclical—to build model‑based or customized portfolios that reflect clients’ stated objectives and risk tolerances. It may use covered‑call writing and other alternative instruments on a case‑by‑case basis and provides at least quarterly one‑on‑one portfolio reviews. A distinctive feature is its affiliation with an accounting/CPA practice, with the advisory principals and staff operating under a parent company structure that the brochure describes as designed to coordinate tax and investment services while keeping the firms’ functions separate. The practice is relatively concentrated in scale—managing about $67.7 million for roughly two dozen households—and also offers hourly and fixed‑fee investment consulting engagements in addition to asset‑based management.

To learn more about the advisors currently working at Roseline Capitol Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.