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ROSELINE CAPITOL ADVISORS, LLC

CRD 137604 · SEC 801-64868

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140 VIRGINIA ST., SUITE 300, RICHMOND, VA, 23219, United States

Phone

804-545-7440

Fax

804-545-7450

Registration

— (—)

Source

State registered

Total AUM

$67.7M

Discretionary AUM

$67.7M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals14$8.6M
High net worth individuals11$58.7M
Corporations/business entities1$448K

All web addresses on file

Official SEC filing: View on IAPD