RIA Intel›Advisers›Texas›ROSMAN ASSET MANAGEMENT, LLC

ROSMAN ASSET MANAGEMENT, LLC

Advisory

TX

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in TX

#1,542

of 2,813 advisers by AUM

Average account

$459K

across 170 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

104 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

GANUCHEAU CAPITAL MANAGEMENT, INC.

$78M

ROGER H. JENSWOLD & CO., INC.

$78M

EVIDENCE ADVISORS, LLC

$78M

LIBERTY PARK CAPITAL MANAGEMENT, LLC

$78M

VINEYARD FAMILY WEALTH, LLC

$78M

GAMMA CAPITAL CORP

THE WOODLANDS, TX

$78M

Get the full picture on ROSMAN ASSET MANAGEMENT, LLC

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

Create a free account →See plans