# Rosman Asset Management, LLC

> Rosman Asset Management, LLC is a state-registered investment advisory firm in The Woodlands, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 155922
- Filed as: ROSMAN ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155922
- AdvisorCensus page: https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922

## Quick answers

**How is Rosman Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rosman Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rosman Asset Management, LLC located?**
Rosman Asset Management, LLC's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Rosman Asset Management, LLC registered with the SEC or a state?**
Rosman Asset Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155922.

**How much does Rosman Asset Management, LLC manage?**
Rosman Asset Management, LLC reports $78,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Rosman Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (16).

**Does Rosman Asset Management, 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/155922

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $78,000,000
- Discretionary: $78,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $22,558,615 |
| High net worth individuals | 16 | $55,441,385 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rosmanasset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosman Asset Management, LLC (CRD 155922): Form ADV filing data as of October 2026.