At Rall Capital Management, our focus is relationships. We are a family owned and operated firm serving other families from our offices on Florida’s Space Coast and in Columbus, Ohio.
We believe that the value we place on personal relationships helps us meet your needs much more comprehensively than multinational investment firms could.
Independent and Fee-Only
As an independent, fee-only advisory firm, we don’t answer to anyone except our clients. There are no national companies handing down directives, no products that we sell, and no commissions that we receive.
Our sole focus is providing quality financial planning and investment management services that help you achieve all that you want in your life.
We were founded in 2004 by Bob Rall, a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience in the financial services industry. As the firm grew, Bob was joined by his son, Adam, and daughter, Jenna. Lucky Rall, the golden retriever, also decided to help out by becoming our official office greeter.