# Rooted Financial Group

Rooted Financial Group is a RIA based in Tigard, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tigard, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://rootedfinancial.com

## Regulatory record

- **CRD number:** 335302
- **SEC file number:** 801-132354
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335302

## About

ROOTED FINANCIAL GROUP, LLC is an SEC-registered investment adviser in TIGARD, OR, registered since 2025. The firm manages approximately $109 million in assets. It has 3 employees and 2 investment advisers.

## Questions

### 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.

### 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.

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Last updated: 2026-07-09T01:07:36.664Z

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