RIA Intel›Advisers›Florida›ROSCHMAN CAPITAL ADVISORS, LLC

ROSCHMAN CAPITAL ADVISORS, LLC

Advisory

FORT LAUDERDALE, FL

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in FL
#2,490
of 2,610 advisers by AUM
Average account
$99K
across 14 accounts
AUM per adviser
$1M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$1M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$28K
Discretionary %98%
Total Clients14
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BAF ADVISORS CORP
MIAMI, FL
$1M
EM FINANCIAL SERVICES, LLC
MIAMI, FL
$1M
EMK INVESTMENT ADVISORS, LLC
$1M
WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC
BRANDENTON, FL
$1M
AURELIA CAPITAL ADVISORS, INC.
$1M
GOLDEN REED WEALTH MANAGEMENT, LLC
OCALA, FL
$1M

Get the full picture on ROSCHMAN CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ROSCHMAN CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans