# Roshelen, Inc.

> Roshelen, Inc. is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated April 30, 2026.

- CRD: 170904
- Filed as: ROSHELEN, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170904
- AdvisorCensus page: https://advisorcensus.com/firm/roshelen-inc-170904

## Quick answers

**How is Roshelen, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Roshelen, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Roshelen, Inc. registered with the SEC or a state?**
Roshelen, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170904.

**Does Roshelen, Inc. 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/170904

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roshelen, Inc. (CRD 170904): Form ADV filing data as of October 2026.