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The Roseline Group
Roseline Capitol Advisors is a registered investment advisor that offers investment services within The Roseline Group. The firm provides investment management...
The Roseline Group
Roseline Capitol Advisors is a registered investment advisor that offers investment services within The Roseline Group. The firm provides investment management and consulting to individuals and their families, as well as closely held businesses. Its investment practice works with clients to invest based on life goals, financial situation, market conditions and risk tolerance, using portfolio management and consulting guided by asset allocation theory and in-depth research.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Richmond
Corporate office
140 Virginia St, Richmond, VA 23219, United States
Principals
Craig L. Roseline
Founder and Managing Principal
Frequently asked questions
Who runs investment decisions at The Roseline Group?
Craig Roseline, the firm's founder, leads the advisory practice and investment direction. The team includes a dedicated investment researcher who performs qualitative and quantitative research to support portfolio decisions, but the firm does not publicly identify a separate CIO or investment committee.
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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