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Roge & Company have?","answer":"R.W. Roge & Company has 332 clients and manages $419 million for them, as of February 2026. They include 201 individual clients, 121 high-net-worth individuals, and 10 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does R.W. Roge & Company offer?","answer":"R.W. Roge & Company provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does R.W. Roge & Company use?","answer":"R.W. Roge & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $390M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does R.W. Roge & Company have?","answer":"R.W. Roge & Company has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does R.W. Roge & Company invest in?","answer":"At the end of its last fiscal year, R.W. Roge & Company’s separately managed accounts held 53% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns R.W. Roge & Company?","answer":"R.W. Roge & Company’s direct owner is Steven Roge (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does R.W. Roge & Company get paid?","answer":"R.W. Roge & Company is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact R.W. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}