Adam Rall
Rall Capital Management, Inc. · Rockledge, Florida
Adam Rall is a fee-only financial advisor at Rall Capital Management, Inc. in Rockledge, Florida, who holds the CFP credential. Rall Capital Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rall Capital Management, Inc. |
|---|---|
| Based in | Rockledge, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $122.7M across 426 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative · CRD 7340196 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | rallcapital.com/fee-only-financial-planning |
| Profile |
How Adam's firm compares
- Rall Capital Management, Inc.'s average account is about $288,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Adam
Is Adam Rall a fee-only financial advisor?
Yes. Adam Rall is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Adam's firm.
How does Adam charge for financial advice?
Adam's firm, Rall Capital Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Rall based?
Adam Rall is based in Rockledge, Florida.
What credentials does Adam Rall hold?
Adam Rall holds the CFP credential.
Is Adam Rall registered with the SEC?
Yes. Adam Rall is registered as an investment adviser representative (CRD 7340196), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rall Capital Management, Inc. manage?
Rall Capital Management, Inc. reports $122.7M across 426 accounts in assets under management.
How do I contact Adam Rall?
Through Adam's website, rallcapital.com/fee-only-financial-planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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