A complete list of active advisors currently associated with Rowen Capital Management, LLC
Warmer can help you find a great advisor at Rowen Capital Management, LLC or one who fits your needs even better.
Rowen Capital Management is a single-advisor registered investment adviser that provides discretionary portfolio management mainly to individual clients. As of December 31, 2025 the firm reported managing about $18.5 million for eight clients and generally requires $1,000,000 under management (the minimum may be waived). The firm’s investment approach emphasizes long-term capital appreciation through bottom-up fundamental analysis of individual stocks, mutual funds and ETFs, with portfolios typically concentrated in 15–30 positions. The manager seeks undervalued companies, may employ short selling, and will accept client-imposed restrictions such as socially responsible or tax-efficiency guidelines. Noteworthy aspects include the very small client base and solo-practitioner structure with the principal conducting frequent account reviews (monthly and often daily or weekly) and using block trade aggregation. The firm does not accept proxy-voting authority, does not custody client assets, and discloses receipt of software and trading support from custodians (Fidelity/Schwab) as potential third-party benefits.
To learn more about the advisors currently working at Rowen Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 15
|
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