Rose Capital Advisors

Overview

Rose Capital Advisors is a privately owned family office advisory firm founded in 2012. It provides financial planning, portfolio management, adviser selection, wealth management, and strategic investment advice to individuals, small businesses, pooled vehicles, and institutions. The firm is registered with the SEC as an investment adviser and reported $608.3M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and charities.

Services

• Financial planning
• Portfolio management
• Adviser selection

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selecting other advisers
• Other

Location

See more firms in Florida.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 173054), filed 08/12/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.