Rosenblum Silverman Sutton Sf Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals and high‑net‑worth clients, as well as trusts, retirement accounts, charitable organizations and business entities. Services include discretionary portfolio management, security selection and execution, ongoing monitoring and quarterly reporting, plus standalone financial planning or consulting engagements.
The firm develops individualized investment plans through personal consultations, questionnaires and document review, tailoring asset allocation to clients’ risk tolerance, time horizon, liquidity needs and tax considerations. Investment decisions rely on macroeconomic monitoring and fundamental equity analysis—emphasizing earnings growth, cash flow and return on equity—along with tactical rebalancing and fixed‑income selection by yield‑curve and credit assessment.
Noteworthy features include approximately $486.6 million in discretionary assets managed by a four‑advisor team (about $121.7 million per advisor), producing a relatively concentrated AUM-per-advisor profile compared with many multi-advisor teams. The firm also makes qualified client allocations to alternative investments (private equity, venture capital, hedge funds), occasionally participates in IPOs, and uses institutional custody and execution relationships through Charles Schwab, arrangements that affect research access and trade execution.
Client services
Expertise
Occupation focus
Fee options
Financial planning services may also be offered on a fixed fee basis (specific amounts not stated)
1.00% to 1.25% annually
Financial planning and consulting services provided on an hourly fee basis (specific rates not stated)
Account minimum: $500,000 Minimum fee: Minimum $5,000 annual investment management fee per client relationship
Main office
1388 Sutter St Ste 725
San Francisco CA 94109
Advisors at this office
4
Most active in
California · New York · Oregon · Texas
Also doing business as
Rosenblum Silverman Sutton Sf Inc · Rss Investment Counsel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Sherry K
Series 66, Series 65
San Francisco, CA
Rosenblum Silverman Sutton Sf Inc
Sherry Karlsson is a financial advisor at Rosenblum Silverman Sutton, Sf Inc in San Francisco, CA, with four years of industry experience. She holds Series 66 and Series 65 designations and previously worked at Minkoff & Associates, Bank of America, N.A., and Merrill. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm develops individualized investment plans based on client consultations and document review, employing macroeconomic monitoring and fundamental equity analysis alongside tactical rebalancing and fixed-income selection.
Charles A
CFP®, Series 63, Series 65
San Francisco, CA
Rosenblum Silverman Sutton Sf Inc
Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.
Joel S
Series 65
San Francisco, CA
Rosenblum Silverman Sutton Sf Inc
Joel Stilwell is a financial advisor at Rosenblum Silverman Sutton SF, Inc. in San Francisco, holding a Series 65 credential with two years of industry experience. He has been with Rosenblum Silverman Sutton since 2013. Rosenblum Silverman Sutton provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on client risk tolerance, time horizon, liquidity, and tax considerations, using macroeconomic monitoring and fundamental equity analysis as part of its approach.
Holger B
CFA®
San Francisco, CA
Rosenblum Silverman Sutton Sf Inc
Holger Berndt is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, Sf Inc. His prior experience includes a role at Karp Capital Management and consulting for start-ups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on macroeconomic analysis and fundamental equity research, managing approximately $486.6 million in discretionary assets across a team of four advisors.
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