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Rosman Asset Management, LLC

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Client assets under management

$78,000,000

Clients

104

15% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

52

Typical

Average account size

$750,000

About

Rosman Asset Management is a two-advisor registered investment advisory firm that provides discretionary portfolio management and financial consulting to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm reports managing about $78 million for roughly 104 client relationships and does not impose a minimum account or relationship size.

The firm primarily uses fundamental analysis and a long‑term investment orientation while retaining flexibility to trade short‑term for rebalancing, tax or cash‑flow needs; portfolios may include exchange‑listed equities, ETFs, mutual funds and fixed income across municipal, corporate and government sectors. Clients receive ongoing monitoring and customized portfolio construction, and the adviser also offers standalone financial consulting engagements with documented deliverables.

Notable features include a small advisory team overseeing a multi‑million dollar asset base and an institutional relationship with a major custodian that provides the firm with software and operational benefits. The firm operates as a fee‑only advisor, does not charge performance‑based fees or place client assets in wrap programs, leaves proxy‑voting decisions to clients, and discloses that one advisory representative maintains a significant external business role that may affect his time allocation.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Project-based

Financial consulting services offered at $250 per hour, negotiable depending on complexity

Other

Fee-only: Investment management fees range from 0.50% to 2.50% annually based on several factors; average fee is approximately 1.25% annually; fees are negotiable at the sole discretion of the Advisor

Main office location

Rosman Asset Management, LLC

The Woodlands TX, United States

Number of offices

1

Most active in

More info

Minnesota · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (832) 335-9118

Advisors at this firm

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Anthony M

Series 63, Series 65

The Woodlands, TX

Rosman Asset Management, LLC

Anthony Montano is a financial advisor at Rosman Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rosman Asset Management since 2019. Montano also serves as the CFO of Yofumo Technologies, Inc. since 2019. Prior to his current roles, he was with The Mitchell Group, Inc. from 2011 to 2019. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs based on fundamental analysis with a generally long-term orientation, maintaining continuous client contact and bespoke asset allocation under discretionary authority.

Wealth management
user avatar

Michael R

Series 63, Series 65

The Woodlands, TX

Rosman Asset Management, LLC

Michael Rosman is a financial advisor with Rosman Asset Management, LLC in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been with Rosman Asset Management since 2010. In addition to his advisory role, he is a licensed insurance professional, dedicating less than 1% of his business time to this activity. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs grounded in fundamental analysis with a long-term orientation, emphasizing continuous client contact and bespoke asset allocation under discretionary authority.

Wealth management
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