Rall Capital Management, Inc.

EST. AUM
$122,740,098

CONTACTS

CLIENT ACCOUNTS
426

Firm Details

Metro area Orlando
CRD Number 132827
Website rallcapital.com
Client types

Overview

Rall Capital Management is a family-owned, fee-only independent Registered Investment Advisory (RIA) firm based in Rockledge, Florida. Founded in 2004, the firm employs a fiduciary-led investment approach focused on building long-term relationships and achieving a "return on life" for a select group of approximately 125 client families. Their strategy integrates comprehensive financial planning with personalized investment management, prioritizing accountability and advocate-driven decision-making over high-volume client acquisition. While the firm does not publicly disclose a specific aggregate AUM in its primary marketing, it is a member of the National Association of Personal Financial Advisors (NAPFA), adhering to strict independent, fee-only standards.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rall Capital Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company