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

ROSE CAPITAL ADVISORS, LLC

Advisory

N·MIAMI BEACH, FL

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$608M
1-Year AUM Growth
+32.6%
3-Year CAGR
+25.9%
Employees
9
Assets Under Management
Total AUM$608M
Discretionary AUM$485M
Non-Discretionary AUM$123M
Discretionary %79.8%
Total Clients386
Team
Total Employees9
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingSep 18, 2014
Latest FilingJul 31, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 12+ 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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