RIA Intel›Advisers›Texas›ROOSEVELT CAPITAL MANAGEMENT LLC

ROOSEVELT CAPITAL MANAGEMENT LLC

Advisory

N·DALLAS, TX

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+73.5%
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingNov 14, 2022
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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