# Roseline Capitol Advisors, LLC

> Roseline Capitol Advisors, LLC is a state-registered investment advisory firm in Richmond, VA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 137604
- Filed as: ROSELINE CAPITOL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137604
- AdvisorCensus page: https://advisorcensus.com/firm/roseline-capitol-advisors-llc-richmond-va-137604

## Quick answers

**How is Roseline Capitol Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Roseline Capitol Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Roseline Capitol Advisors, LLC located?**
Roseline Capitol Advisors, LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Roseline Capitol Advisors, LLC registered with the SEC or a state?**
Roseline Capitol Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 137604.

**How much does Roseline Capitol Advisors, LLC manage?**
Roseline Capitol Advisors, LLC reports $67,727,803 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Roseline Capitol Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (11); corporations or other businesses not listed above (1).

**Does Roseline Capitol 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137604

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $67,727,803
- Discretionary: $67,727,803
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $8,630,261 |
| High net worth individuals | 11 | $58,650,013 |
| Corporations or other businesses not listed above | 1 | $447,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theroselinegroup.com
- Facebook @theroselinegroup
- LinkedIn @the-roseline-financial-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roseline Capitol Advisors, LLC (CRD 137604): Form ADV filing data as of October 2026.