Rostad Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program, available both as a wrap fee offering and as a non-wrap supervisory service. Advice is delivered by advisory associates who gather client financial information, establish objectives, and recommend portfolios drawn from RCMI-approved mutual funds, ETFs, equities, fixed income and other securities.
The firm’s advisors use a mix of analysis techniques — including fundamental, technical, quantitative and asset-allocation approaches — to tailor portfolios to each client’s objectives and risk tolerance. Accounts are typically managed on a non-discretionary basis, although the brochure discloses that discretionary management may be used in some circumstances.
Noteworthy aspects of the firm include ownership and day-to-day operation by certified public accountants and an explicit affiliation with an accounting practice and a real estate entity, with advisory personnel who also provide tax, accounting and insurance services — relationships the firm discloses and describes steps to mitigate as conflicts of interest. RCMI’s role as sponsor and manager of its own wrap fee SmartBeta program is also emphasized in the brochure and is relatively uncommon for peers of its size.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: Negotiable
Account minimum: $25,000
Main office
8405 SW Barbur Blvd
Portland OR 97219
Advisors at this office
2
Most active in
Oregon
Also doing business as
Rostad Capital Management, Inc. · Rostad, David Ole
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
David R
Series 65
Portland, OR
Rostad Capital Management, Inc.
David Rostad is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003. Outside of financial advising, he is involved with two non-investment related business activities. Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to create customized portfolios, typically managed on a non-discretionary basis, and is notable for its affiliation with an accounting practice and operation by certified public accountants.
Michael E
Series 65
Portland, OR
Rostad Capital Management, Inc.
Michael English is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003, totaling 23 years in that firm. Outside of his advisory role, he is involved with COHO PROPERTIES LLC and WESTWOOD PROPERTIES LLC. Rostad Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to tailor non-discretionary portfolios, with an integrated approach that includes accounting and tax services.
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