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They include 232 high-net-worth individuals, 131 individual clients and 12 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rose Capital Advisors offer?","answer":"Rose Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, and insurance.","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":"How much does Rose Capital Advisors charge?","answer":"Rose Capital Advisors charges 0.50%–1.00% a year for its Rose Capital Advisors Wrap Program. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ROSE FORM ADV PART 2 WRAP FEE BROCHURE, filed 2 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rose Capital Advisors use?","answer":"Rose Capital Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $462M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rose Capital Advisors have?","answer":"Rose Capital Advisors has 11 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 6 employees are 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 Rose Capital Advisors invest in?","answer":"At the end of its last fiscal year, Rose Capital Advisors’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 35% other, 16% exchange-traded equities, 6% cash and equivalents and 3% state and local bonds. The 35% other category is described as: Alternative Investments. It advises 1 private fund.","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 Rose Capital Advisors?","answer":"Rose Capital Advisors’ direct owner is Michael Rose (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rose Capital Advisors get paid?","answer":"Rose Capital Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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filings on the dates in `sources`. 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."}