ROOSEVELT CAPITAL MANAGEMENT LLC

5956 Sherry Lane
Suite 1650
Dallas, Texas 75225
Tel: 214-871-2666

About ROOSEVELT CAPITAL MANAGEMENT LLC

ROOSEVELT CAPITAL MANAGEMENT LLC, formally registered with the SEC as ROOSEVELT CAPITAL MANAGEMENT LLC. The firm was established in 01/19/2023. They have over 1 offices throughout the country.

ROOSEVELT CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $306,487,592 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283217
SEC#	801-127033
Assets Managed by Firm	$306,487,592
No. of Clients	64
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$306,487,592
Individuals (other than high net worth individuals)	6	$3,288,946
High net worth individuals	42	$224,576,333
Charitable organizations	2	$383,281
Other investment advisers	8	$68,962,564
Corporations or other businesses	4	$5,391,528

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