Rosemeyer Management Group

Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plan sponsors, and other institutions. The firm provides discretionary asset management, financial planning, and retirement-plan consulting and participant services, and manages roughly $691 million in client assets across an eight-advisor team and multiple offices.

The firm follows a value-oriented, primarily long-only investment approach while also employing fundamental, technical and cyclical analysis and opportunistic shorter-term special-situation positions; it routinely tailors portfolios to individual client constraints and may implement margin and option strategies where suitable. RMG offers both fiduciary retirement plan consulting and non‑fiduciary participant education, and it can manage held-away defined-contribution accounts through a third‑party platform to facilitate oversight of plan participant allocations.

Compared with many peers, RMG’s footprint across five offices and its formal tie to an affiliated accounting professional stand out for a team-sized firm, and the brochure discloses that the firm uses borrowing (margin) in separately managed accounts — a less common practice among similar advisers. The firm also documents specific procedures for handling rollover recommendations, fiduciary obligations under ERISA, and related conflicts of interest.