Roseline Capitol Advisors, LLC

Roseline Capitol Advisors, LLC (CRD# 137604) is a financial advisory firm headquartered in Richmond, VA. They manage $40,395,367 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $412,198
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
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.

VA

Financial Advisors at Roseline Capitol Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James W. Copley
CRD#: 1790392
8904 Norwick Circle, Richmond, VA 23229
96
Wealthminder
score

James Copley (CRD# 1790392) is an Investment Advisor Representative working at Roseline Capitol Advisors, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

2
James V. Duty
CRD#: 2700535
Richmond, VA
96
Wealthminder
score

James Duty (CRD# 2700535) is an Investment Advisor Representative working at Roseline Capitol Advisors, LLC in Richmond, VA and has over 20 years of experience in the finance industry. James Duty 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.

3
John E. Flounders
CRD#: 4695261
8904 Norwick Circle, Richmond, VA 23229
93
Wealthminder
score

John Flounders (CRD# 4695261) is an Investment Advisor Representative working at Roseline Capitol Advisors, LLC in Richmond, VA and has over 13 years of experience in the finance industry.

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