Rockshelter Capital Management LLC

Rockshelter Capital Management LLC (CRD# 169562) is a financial advisory firm headquartered in Canonsburg, PA. They manage $391,900,000 in 207 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $1,893,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MI, PA

Financial Advisors at Rockshelter Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey A. Rex
CRD#: 2513385
4000 Town Center Boulevard, Suite 130, Canonsburg, PA 15317
93
Wealthminder
score

Jeffrey Rex (CRD# 2513385) is an Investment Advisor Representative working at Rockshelter Capital Management LLC in Canonsburg, PA and has over 23 years of experience in the finance industry.

2
David R. Fallgren
CRD#: 2790870
4000 Town Center Boulevard, Suite 130, Canonsburg, PA 15317
90
Wealthminder
score

David Fallgren (CRD# 2790870) is an Investment Advisor Representative working at Rockshelter Capital Management LLC in Canonsburg, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.