Overview
Assets Under Management: $123 million
Headquarters: ROCKLEDGE, FL
High-Net-Worth Clients: 40
Average Client Assets: $2.1 million
Frequently Asked Questions
RALL CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132827), RALL CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
RALL CAPITAL MANAGEMENT, INC. is headquartered in ROCKLEDGE, FL.
RALL CAPITAL MANAGEMENT, INC. serves 40 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, RALL CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RALL CAPITAL MANAGEMENT, INC. manages $123 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, RALL CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.00%
Average Client Assets: $2.1 million
Total Client Accounts: 426
Discretionary Accounts: 426
Regulatory Filings
CRD Number: 132827
Filing ID: 2074894
Last Filing Date: 2026-03-26 15:15:36