Rockcliff Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,543,467
Total clients
60
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$1,109,058
About
Rockcliff Capital provides tailored investment and wealth management along with financial planning and consulting to individual and high‑net‑worth clients, delivering separate private account strategies that primarily utilize exchange‑traded funds and diversified equity exposure. Services include both discretionary and non‑discretionary portfolio management plus ongoing advice on tax, estate, cash‑flow and college funding matters.
The firm’s investment approach emphasizes fundamental analysis and a multi‑faceted asset allocation process—strategic, tactical and dynamic—while monitoring global monetary policy trends and conducting periodic portfolio reviews. Portfolios are implemented largely through ETFs and broad equity exposures, and planning recommendations are integrated into the investment program.
Notable characteristics relative to peers include the principal’s dual professional credentials (CFA and CFP), a relatively concentrated client base with substantial assets under management, and an explicit practice of not offering commission‑based investment products. The firm also offers standalone consulting engagements in addition to AUM management, delegates custody to qualified custodians, does not use performance‑based compensation, and clients retain proxy voting authority.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning flat fees range from $5,000 to $50,000; Financial consulting flat fees range from $5,000 to $50,000
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,000+: Negotiable
$500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial Planning: $500/hour or flat fee ranging from $5,000 to $50,000 (negotiable); Financial Consulting: flat fee ranging from $5,000 to $50,000 or percentage of assets under advisement
Main office location
Rockcliff Capital, LLC
1725 Washington Rd. Ste. 603
Pittsburgh PA 15241, United States
Number of offices
1
Most active in
Rockcliff Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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