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ROSELINE CAPITOL ADVISORS, LLC
ROSELINE CAPITOL ADVISORS, LLC
RICHMOND, Virginia
·
4 registered advisors
·
CRD# 137604
SEC# 801-64868
804-545-7440
01
Firm Overview
AUM
$66M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ROSELINE CAPITOL ADVISORS, LLC
4 registered advisors
Beth P. Bradberry
RICHMOND, Virginia
CRD# 4921970
James Vanmeter Duty
RICHMOND, Virginia
CRD# 2700535
James Weldon Copley
RICHMOND, Virginia
CRD# 1790392
John Ellis Flounders
RICHMOND, Virginia
CRD# 4695261
05
Office Locations
RICHMOND, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. ROSELINE CAPITOL ADVISORS, LLC (CRD# 137604) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.