← Directory
ROSE CAPITAL ADVISORS, LLC
CRD 173054File 801-80385
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$608.3M
Above cohort median (national)
Discretionary AUM
$485.2M
Non-discretionary $123.1M
Clients
375
917 accounts
Employees
14
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 1, 2014
- Principal office
- 119 WASHINGTON AVENUE, SUITE 400, MIAMI BEACH, FL, 33139
- Phone
- 305-534-7673
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $608.3M
- Discretionary AUM
- $485.2M
- Non-discretionary AUM
- $123.1M
- Discretionary accounts
- 858
- Non-discretionary accounts
- 59
- Total accounts
- 917
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 12 | $5.9M |
| High net worth individuals | 232 | $571.8M |
| Individuals (other than high net worth individuals) | 131 | $30.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.