Rose Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami Beach, FL. Its latest Form ADV filing, dated April 2, 2026, reports $608M in regulatory assets under management, 14 employees, 5 offices, and 917 accounts.
Assets Under Management
$608M
Employees
14
Offices
5 offices
Total Clients
375
Primary office
MIAMI BEACH, FL
119 WASHINGTON AVENUE, SUITE 400, MIAMI BEACH, FL, United States
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
232
2
Individuals
34.9%
131
3
Charitable
3.2%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$608Mas of April 2, 2026
Discretionary79.8%
$485M
80% of total RAUM79.8%
Non-discretionary20.2%
$123M
20% of total RAUM20.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$608M
Total Accounts917
10Y AUM Change+$406M (+200.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee27:1
10Y Employee Change+9 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.