# Roscoe Financial

Roscoe Financial is a RIA based in Coshocton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Coshocton, United States
- **Region:** North America
- **Address:** Bala Cynwyd, PA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** https://roscoefinancial.com

## Regulatory record

- **CRD number:** 120248
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120248

## About

The Roscoe Financial Advisory Company is a Registered Investment Adviser serving a limited clientele concerned with handling their investments in a prudent manner. Its investment philosophy is founded on four key principles: client needs, asset allocation, low-cost implementation, and continuous portfolio management. The firm helps define investment needs and objectives and then allocate assets prudently to meet those needs and objectives.

## People

- Jeff Hamilton — CFP, Certified Financial Planner, Investment and Tax
- Rebeka Hamilton — CCBIA, CCBCO, Compliance and Audit

## Questions

### Where is Roscoe Financial based?

The firm's registered address places it in Bala Cynwyd, a suburb of Philadelphia located along the Pennsylvania Main Line. The area is a long-established node for professional services and private wealth management firms, although Roscoe Financial's specific office presence is not publicly detailed.

### Who makes investment decisions at Roscoe Financial?

The identity of the firm's principals and investment decision-makers is not publicly available. Business registry filings in Pennsylvania do not disclose officer or manager names to the degree some other states' records do, and the firm itself has not publicly named a CEO, CIO, or managing director through any channel reviewed.

### What investment strategies or asset classes does Roscoe Financial pursue?

No publicly sourced documents describe Roscoe Financial's investment mandate. There is no record of direct private investments, fund commitments, public equity filings, or real estate transactions attributable to the firm. The strategy mix — whether public equities, private markets, real assets, or purely passive holdings — remains undisclosed.

## Related profiles

- [Roscoe Capital Management](https://altss.com/profile/roscoe-capital-management-llc)
- [Rose Grove Capital Management](https://altss.com/profile/rose-grove-capital-management-llc)

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Last updated: 2026-08-11T15:07:57.118Z

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