Leonard Rodman
Rothschild Capital Partners · Potomac, Maryland
Leonard Rodman is a fee-only financial advisor at Rothschild Capital Partners in Potomac, Maryland. Leonard focuses on divorce financial planning, retirement planning and founders (pre-exit). Rothschild Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
Facts
| Firm | Rothschild Capital Partners |
|---|---|
| Based in | Potomac, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $469.7M across 93 accounts |
| SEC registration | Investment adviser representative in DC, FL, IL, MD, NJ, NY, VA · CRD 4177289 |
| Exams passed | Series 63 (2009) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rothcap.com |
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Questions about Leonard
Is Leonard Rodman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Rothschild Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leonard charge for financial advice?
Leonard's firm, Rothschild Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Leonard Rodman based?
Leonard Rodman is based in Potomac, Maryland.
What does Leonard specialize in?
Leonard's specialties include divorce financial planning, retirement planning, founders (pre-exit) and family wealth transfer. Leonard works with divorced individuals and multi-generational families.
Is Leonard Rodman registered with the SEC?
Yes. Leonard Rodman is registered as an investment adviser representative in DC, FL, IL, MD, NJ, NY and VA (CRD 4177289), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rothschild Capital Partners manage?
Rothschild Capital Partners reports $469.7M across 93 accounts in assets under management.
How do I contact Leonard Rodman?
Through Leonard's website, www.rothcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rothschild Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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