AR
Adam R. Rall
RALL CAPITAL MANAGEMENT
Rockledge, FL 32955
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CRD#: 7340196
AR
Professional summary
Adam R Rall, CFP® is a registered financial advisor currently at RALL CAPITAL MANAGEMENT, INC. located in Rockledge, Florida.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Adam has worked at 1 firm .
Question & Answer
Do you have an area of expertise or specialization?
AUM
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Millennials
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Adam R Rall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
April 6, 2021 - Present
RALL CAPITAL MANAGEMENT, INC.
Office #1: 573 Barnes Blvd Suite 103, Rockledge, FL 32955RIA
CRD#: 132827
Rockledge, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/6/2021)
Exams
Current Firm
RALL CAPITAL MANAGEMENT, INC.
RALL CAPITAL MANAGEMENT, INC. | RALL CAPITAL MANAGEMENTT, INC.
CRD#: 132827 / SEC#:
Florida
Registered Investment Advisory firm - (10/7/2004 Approved)Georgia
Registered Investment Advisory firm - (6/22/2016 Approved)Ohio
Registered Investment Advisory firm - (7/21/2017 Approved)Texas
Registered Investment Advisory firm - (3/16/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
573 Barnes Blvd Suite 103, Rockledge, FL 32955
Mailing Address
573 Barnes Blvd Suite 103, Rockledge, FL 32955
Phone number
(321) 452-1251
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 395 |
| AUM (Assets Under Management) | $ 109,307,520 |
Red Flags
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