Roseline Capitol Advisors, LLC (Richmond)

Name: Roseline Capitol Advisors, LLC
Address: 140 Virginia St., Richmond, VA, 23219
Telephone: 804-545-7440

Roseline Capitol Advisors, LLC is an adviser based in Richmond. It manages $66.07 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

Roseline Capitol Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roseline Capitol Advisors: assets under management

The assets under management (AUM) of Roseline Capitol Advisors, LLC is $66.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roseline Capitol Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Beth P. Bradberry	Managing member	1 Oct 2005	Other	4921970

Based in Richmond

The principal office where Roseline Capitol Advisors, LLC performs its advisory services is located at 140 Virginia St., Richmond, VA 23219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-545-7440 or by fax 804-545-7450. The normal business hours are 8 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.the roselinegroup.com.

Roseline Capitol Advisors, LLC (Richmond)

Roseline Capitol Advisors: assets under management

Fees & Commissions

Indirect Owners

Based in Richmond

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