Rose Capital Advisors, LLC

Rose Capital Advisors, LLC d/b/a Rose Capital Advisors is a boutique investment advisory firm based in Miami Beach, Florida, established in 2014 and wholly owned by Michael Rose, CFP®. The firm offers a range of services including asset management, financial planning, and investment consulting, tailored to meet the core investment and life planning needs of families and small businesses. Rose Capital Advisors operates as a registered investment adviser, providing services based on each client's specific financial situation, with investment advice varying from client to client. The firm employs a bottom-up, fundamental approach to analyzing investments, incorporating technical indicators and assessing buy/sell opportunities based on book value, market niche strength, and price-to-cash flow ratios. Investment strategies include long-term and short-term purchases, with a focus on avoiding highly leveraged balance sheets and mismanagement indicators. The firm offers financial planning and consulting services on an hourly or fixed fee basis, with fees negotiable based on the scope and complexity of services. Rose Capital Advisors may charge performance-based fees for qualified clients, with a maximum of 5% of annual gross profits once a minimum 8% internal rate of return is achieved. The firm does not vote proxies on behalf of clients and does not have custody of client investments. Clients are responsible for exercising their voting rights and maintaining custody of their assets. Rose Capital Advisors does not have any disciplinary history and has not been involved in legal events that would impact its advisory business or management integrity. For additional information, clients can request the firm's Form ADV and other disclosures directly from the firm.