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Rooted Financial Group
Rooted Financial Group is a US-based RIA with no publicly disclosed AUM, principals, or investment activity.
Rooted Financial Group
Rooted Financial Group, LLC is an SEC-registered investment adviser domiciled in the United States. Its founding year, leadership, and ownership structure are not publicly documented. The firm does not disclose wealth origin or family office affiliation (per public record, 2026). No investment strategy, asset-class mix, geographic footprint, or portfolio holdings have been publicly attributed to Rooted Financial Group. The firm has not reported any known direct investments, fund commitments, or co-investment activity. Sector preferences, stage targets, and vehicle structures remain unconfirmed. Team size and additional offices are unstated. No adjacent philanthropic foundations, operating companies, or industry-club memberships (e.g., Tiger 21, YPO) have been identified. There is no verifiable recent activity or operational event from the last 24 months. Rooted Financial Group's structural differentiator is not apparent from available data. The firm may function as a straightforward RIA for individual clients, but without disclosed AUM, principals, or investment track record, its distinct architecture cannot be observed.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Rooted Financial Group?
The firm has not publicly named any principals, portfolio managers, or investment committee members. No CEO, CIO, or managing director is listed on available public records or professional networks (per public record, 2026).
Is Rooted Financial Group structured as a family office or an RIA?
Rooted Financial Group is registered as a limited liability company and an SEC-registered investment adviser. There is no evidence that it operates as a single-family or multi-family office; it may serve unrelated individual clients directly (per SEC filings, 2026).
What investment stages or asset classes does Rooted Financial Group target?
No investment-stage preferences, sector focuses, or asset-class mix have been disclosed by the firm. There are no known fund commitments, direct holdings, or co-investments attributed to Rooted Financial Group in any public source.
Does Rooted Financial Group participate in fund commitments or only direct deals?
There is no public record of Rooted Financial Group making fund commitments or direct investments. The firm's investment vehicle structure and participation model are unconfirmed.
Where does the underlying wealth come from?
Rooted Financial Group does not publicly disclose the source of its clients' capital. Wealth origin for any associated family or principal is not stated.
Does Rooted Financial Group maintain philanthropic structures?
No philanthropic foundations, donor-advised funds, or charitable arms have been publicly linked to Rooted Financial Group as of 2026.
What is Rooted Financial Group's known posture on co-investments alongside external GPs?
The firm has no disclosed track record of co-investing with external general partners. Its co-investment posture, if any, is not publicly observable.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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