Matthew Hamilton Rosenberg
Investment adviser representative at Rosecap Investment Advisors, LLC
18 yearsExperience
2 statesRegistered in
$527.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Rosecap Investment Advisors, LLCMar 2020 to now
- Rosenberg Capital AdvisorsAug 2008 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Rosecap Investment Advisors, LLC
$527.5MAssets managed
747Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5737037
- Firm CRD
- 152054