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Adam R Rall

Rall Capital Management, Inc.

Rockledge, FL

CRD 7340196

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Employer firm

Rall Capital Management, Inc. CRD 132827

$123M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rall Capital Management, Inc.

573 Barnes Blvd Suite 103, Rockledge, FL 32955 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

573 Barnes Blvd Suite 103, Rockledge, FL 32955 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rall Capital Management Rockledge FL 05/2013 Present
Rall Capital Management Rockledge FL 02/2021 Present
  • 05/2013 → Present
    Rall Capital Management
    Rockledge, FL
  • 02/2021 → Present
    Rall Capital Management
    Rockledge, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

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