Matthew Rosenberg
RoseCap Financial Advisors · Denver, Colorado
Matthew Rosenberg is a fee-only financial advisor at RoseCap Financial Advisors in Denver, Colorado. Matthew focuses on tax planning. RoseCap Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | RoseCap Financial Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $527.5M across 746 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5737037 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.rosecap.com |
| Profile |
How Matthew's firm compares
- RoseCap Financial Advisors's average account is about $707,000, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Matthew
Is Matthew Rosenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and RoseCap Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, RoseCap Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Rosenberg based?
Matthew Rosenberg is based in Denver, Colorado.
What does Matthew specialize in?
Matthew's specialties include tax planning.
Is Matthew Rosenberg registered with the SEC?
Yes. Matthew Rosenberg is registered as an investment adviser representative in TX (CRD 5737037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RoseCap Financial Advisors manage?
RoseCap Financial Advisors reports $527.5M across 746 accounts in assets under management.
How do I contact Matthew Rosenberg?
Through Matthew's website, www.rosecap.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
- RoseCap Financial Advisors 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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