Rosecap Investment Advisors, LLC
Rosecap Investment Advisors, LLC is an SEC-registered mass-market adviser in Grand Junction, CO with $527.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Rosecap Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152054, SEC 801-118154, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $527.5M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Grand Junction, CO
- Employees
- 8
- Clients
- 747
- CRD
- 152054
- Ownership
- ROSENBERG, MATTHEW, HAMILTON; ROSECAP FINANCIAL LLC; Schultz, Autumn, Marie; ROSECAP FINANCIAL ADVISORS, LLC; ROSENBERG CAPITAL ADVISORS, LLC
How much AUM does Rosecap Investment Advisors, LLC have?
Rosecap Investment Advisors, LLC reported $527.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Rosecap Investment Advisors, LLC?
Disclosed owners and executives of Rosecap Investment Advisors, LLC include ROSENBERG, MATTHEW, HAMILTON, ROSECAP FINANCIAL LLC, Schultz, Autumn, Marie, ROSECAP FINANCIAL ADVISORS, LLC, ROSENBERG CAPITAL ADVISORS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.