Rose Capital Advisors, LLC

Rose Capital Advisors, LLC (CRD# 173054) is a financial advisory firm headquartered in Miami Beach, FL. They manage $175,913,249 in 145 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,213,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

FL, LA, MA, TX

Financial Advisors at Rose Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael J. Rose
CRD#: 2954324
119 Washington Avenue, Suite 608, Miami Beach, FL 33139
96
Wealthminder
score

Michael Rose (CRD# 2954324) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 19 years of experience in the finance industry. Michael Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mitchell A. Romano
CRD#: 4831446
119 Washington Avenue, Suite 608, Miami Beach, FL 33139
73
Wealthminder
score

Mitchell Romano (CRD# 4831446) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 9 years of experience in the finance industry.

3
Gareth J. Evans
CRD#: 2535299
119 Washington Avenue, Suite 608, Miami Beach, FL 33139
58
Wealthminder
score

Gareth Evans (CRD# 2535299) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 22 years of experience in the finance industry.

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