# Rose Capital Advisors, LLC

> Rose Capital Advisors, LLC is an SEC-registered investment advisory firm in Miami Beach, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 173054
- Filed as: ROSE CAPITAL ADVISORS, LLC
- Also doing business as: WEALTH CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173054
- AdvisorCensus page: https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054

## Quick answers

**How is Rose Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rose Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Rose Capital Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Hourly rate: $500 an hour (stand-alone financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rose Capital Advisors, LLC located?**
Rose Capital Advisors, LLC's principal office is in Miami Beach, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rose Capital Advisors, LLC registered with the SEC or a state?**
Rose Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173054.

**How much does Rose Capital Advisors, LLC manage?**
Rose Capital Advisors, LLC reports $608,316,066 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (80% discretionary).

**How have Rose Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rose Capital Advisors, LLC: Regulatory assets under management: $274,942,669 in the October 2021 data and $608,316,066 in the October 2026 data, up 121%. Total employees: 7 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rose Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (232); individuals (other than high net worth individuals) (131); charitable organizations (12).

**Which custodians does Rose Capital Advisors, LLC use?**
Rose Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rose Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173054

**What changed in Rose Capital Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Reported a succession: took over the business of Premia Global Advisors, LLC (CRD 282426) on June 30, 2026. Added an office in Coral Gables, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Hourly rate: $500 an hour (stand-alone financial planning or consulting services)

> We generally charge either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning or consulting services. These fees are negotiable and are largely determined by the scope and complexity of the agreed upon services and range up to $500 on an hourly basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $608,316,066
- Discretionary: $485,245,692
- Non-discretionary: $123,070,374

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $30,620,475 |
| High net worth individuals | 232 | $571,761,379 |
| Charitable organizations | 12 | $5,934,212 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CT, FL, GA, IN, LA, MA, NJ, NY, OH, PA, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Coral Gables, FL

### Websites listed on Form ADV (Item 1.I)
- rosecapitaladvisors.com
- Facebook @rosecapitaladvisors
- Instagram @rosecapitaladv
- LinkedIn @ROSE-CAPITAL-ADVISORS
- LinkedIn @michaeljrose
- X @RoseCapitalAdv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $274,942,669 | 7 | March 31, 2021 |
| October 2022 | $360,267,594 | 7 | August 5, 2022 |
| October 2023 | $409,592,596 | 10 | March 31, 2023 |
| October 2024 | $543,185,870 | 10 | March 28, 2024 |
| October 2025 | $663,626,570 | 10 | July 25, 2025 |
| October 2026 | $608,316,066 | 14 | August 12, 2026 |

Regulatory assets under management: $274,942,669 in the October 2021 data and $608,316,066 in the October 2026 data, up 121%.
Total employees: 7 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Reported a succession: took over the business of Premia Global Advisors, LLC (CRD 282426) on June 30, 2026.
- Added an office in Coral Gables, FL.

### April 2026
- Employees performing advisory functions went from 7 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rose Capital Advisors, LLC (CRD 173054): Form ADV filing data as of October 2026.