Rosman Asset Management, LLC
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About
Rosman Asset Management is a two-advisor registered investment advisory firm that provides discretionary portfolio management and financial consulting to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm reports managing about $78 million for roughly 104 client relationships and does not impose a minimum account or relationship size.
The firm primarily uses fundamental analysis and a long‑term investment orientation while retaining flexibility to trade short‑term for rebalancing, tax or cash‑flow needs; portfolios may include exchange‑listed equities, ETFs, mutual funds and fixed income across municipal, corporate and government sectors. Clients receive ongoing monitoring and customized portfolio construction, and the adviser also offers standalone financial consulting engagements with documented deliverables.
Notable features include a small advisory team overseeing a multi‑million dollar asset base and an institutional relationship with a major custodian that provides the firm with software and operational benefits. The firm operates as a fee‑only advisor, does not charge performance‑based fees or place client assets in wrap programs, leaves proxy‑voting decisions to clients, and discloses that one advisory representative maintains a significant external business role that may affect his time allocation.
Client services
Expertise
Fee options
Financial consulting services offered at $250 per hour, negotiable depending on complexity
Fee-only: Investment management fees range from 0.50% to 2.50% annually based on several factors; average fee is approximately 1.25% annually; fees are negotiable at the sole discretion of the Advisor
Main office
The Woodlands TX
Advisors at this office
2
Most active in
Minnesota · Texas
Also doing business as
Michael J. Rosman D/B/A Rosman Asset Management · Michael John Rosman · Michael John Rosman D/B/A Rosman Asset Management · Rosman Asset Management · Rosman Asset Management LLC · Rosman Asset 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 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.
Forms ADV
Advisors at this firm
Anthony M
Series 63, Series 65
The Woodlands, TX
Rosman Asset Management, LLC
Anthony Montano is a financial advisor at Rosman Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rosman Asset Management since 2019. Montano also serves as the CFO of Yofumo Technologies, Inc. since 2019. Prior to his current roles, he was with The Mitchell Group, Inc. from 2011 to 2019. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs based on fundamental analysis with a generally long-term orientation, maintaining continuous client contact and bespoke asset allocation under discretionary authority.
Michael R
Series 63, Series 65
The Woodlands, TX
Rosman Asset Management, LLC
Michael Rosman is a financial advisor with Rosman Asset Management, LLC in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been with Rosman Asset Management since 2010. In addition to his advisory role, he is a licensed insurance professional, dedicating less than 1% of his business time to this activity. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs grounded in fundamental analysis with a long-term orientation, emphasizing continuous client contact and bespoke asset allocation under discretionary authority.
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