Roseline Capitol Advisors, LLC

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Client assets under management

$67,280,274

Clients

44% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,691,211

About

Roseline Capitol Advisors primarily serves high‑net‑worth individuals, trusts and retirement accounts and maintains a relatively small, household‑based client roster. The firm provides discretionary and non‑discretionary portfolio management and investment consulting across equities, mutual funds, exchange‑traded funds, fixed income and selected alternative instruments.

The firm combines multiple methods of analysis—fundamental, technical, charting and cyclical—to build model‑based or customized portfolios that reflect clients’ stated objectives and risk tolerances. It may use covered‑call writing and other alternative instruments on a case‑by‑case basis and provides at least quarterly one‑on‑one portfolio reviews.

A distinctive feature is its affiliation with an accounting/CPA practice, with the advisory principals and staff operating under a parent company structure that the brochure describes as designed to coordinate tax and investment services while keeping the firms’ functions separate. The practice is relatively concentrated in scale—managing about $67.7 million for roughly two dozen households—and also offers hourly and fixed‑fee investment consulting engagements in addition to asset‑based management.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Fixed

Fixed fees for certain services ranging from $500 to $10,000, as agreed with client

Project-based

$250 per hour

Other

Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee, with discretion to waive

Main office location

Roseline Capitol Advisors, LLC

140 Virginia St., Suite 300

Richmond VA 23219, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 804-545-7440

Advisors at this firm

John F

Series 65

Richmond, VA

Roseline Capitol Advisors, LLC

John Flounders is a financial advisor at Roseline Capitol Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. He has been associated with the Roseline group of firms since 2005, including Roseline Tax Advisors, LLC and Roseline Financial Group, LLC. Roseline Capitol Advisors offers discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm employs a combination of charting, technical, fundamental, and cyclical analysis to create model or customized portfolios, integrating tax consulting and financial planning through its affiliated CPA practice.

Active portfolio management

James D

CFP®, Series 65

Richmond, VA

Roseline Capitol Advisors, LLC

James Duty is a CFP® with 29 years of industry experience and is a principal at Roseline Capitol Advisors, LLC in Richmond, VA. He has been involved with Roseline Tax Advisors PLLC, Roseline Financial Group, LLC, and Roseline Capitol Advisors since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to manage portfolios tailored to client risk tolerance and preferences, and it operates with a relatively high advisor-to-client ratio, focusing on a limited, high-touch client base.

Active portfolio management

Beth B

CFP®

Richmond, VA

Roseline Capitol Advisors, LLC

Beth Bradberry is a CFP® professional with seven years of industry experience, currently serving as an advisor at Roseline Capitol Advisors, LLC in Richmond, VA. She has been affiliated with the Roseline group of firms, including Roseline Tax Advisors PLLC and Roseline Financial Group, LLC, since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to create customized portfolios and integrates tax consulting and financial planning through its affiliated CPA practice.

Active portfolio management

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