Robert Rall
Rall Capital Management · Merritt Island, Florida
Robert Rall is a fee-only financial advisor at Rall Capital Management in Merritt Island, Florida, who holds the CFP credential. Rall Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rall Capital Management |
|---|---|
| Based in | Merritt Island, 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 in TX · CRD 2142491 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.rallcapital.com |
How Robert's firm compares
- Rall Capital Management's average account is about $288,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Robert
Is Robert Rall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Rall Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Rall Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Rall based?
Robert Rall is based in Merritt Island, Florida.
What credentials does Robert Rall hold?
Robert Rall holds the CFP credential.
Is Robert Rall registered with the SEC?
Yes. Robert Rall is registered as an investment adviser representative in TX (CRD 2142491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rall Capital Management manage?
Rall Capital Management reports $122.7M across 426 accounts in assets under management.
How do I contact Robert Rall?
Through Robert's website, www.rallcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Merritt Island
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
- 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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