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AB

Ashley E. Boggs

ROHR CAPITAL MANAGEMENT
Parkersburg, WV 26101
Some features on this profile are disabled
CRD#: 7626749
AB

Professional summary

Ashley Elizabeth Boggs is a registered financial advisor currently at ROHR CAPITAL MANAGEMENT located in Parkersburg, West Virginia.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ashley has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.
1. Problem-Solving Math, LLC, Not investment related; Educational Support Services; President, Self-Employed; Business began March 14, 2020; 40 hours per month in total; Up to 12 hours per month during trading hours; Duties include providing educational consulting and support services to students of all ages and the related administrative responsibilities. 2. Independent Tax Return Preparer; Not investment related; Tax Preparation Services; Independent Contractor, Self-Employed; Began October 1, 2020; Less than 10 hours per month total; Less than 10 hours per month during trade hours; Duties include individual and business bookkeeping and tax return preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Elizabeth Boggs'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®
None

Experience

Current

October 21, 2022 - Present

ROHR CAPITAL MANAGEMENT

Office #1: 2801 Dudley Avenue Suite B, Parkersburg, WV 26101
RIA
CRD#: 299876
Parkersburg, WV

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
Ohio
(10/21/2022)
IAR
West Virginia
(10/24/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/2022
Uniform Investment Adviser Law Examination

Current Firm

RC
ROHR CAPITAL MANAGEMENT
ROHR CAPITAL MANAGEMENT | ROHR CAPITAL MANAGEMENT LLC

CRD#: 299876 / SEC#:

Ohio
Registered Investment Advisory firm - (12/26/2018 Approved)
West Virginia
Registered Investment Advisory firm - (1/17/2019 Approved)
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Contact information

Main Address
2801 Dudley Avenue Suite B, Parkersburg, WV 26101
Mailing Address
Phone number
(304) 893-9599
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts414
AUM (Assets Under Management)$ 52,616,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROHR CAPITAL MANAGEMENT

CRD#: 299876Parkersburg, WV 26101

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