A complete list of active advisors currently associated with Rosman Asset Management, LLC

Warmer can help you find a great advisor at Rosman Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Rosman Asset Management, 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.