ROOSEVELT ADVISORS LLC

ROOSEVELT ADVISORS LLC is an SEC-registered investment adviser (CRD 292524). Regulatory assets under management: $19.9M.

Registration

• CRD: 292524
• Type: Registered investment adviser
• Phone: 503-752-9652
• Latest filing: 2026-03-31
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 2
• Accounts: 286

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search