| Name | Title | Ownership | Since |
|---|---|---|---|
| Rooted Financial Group, LLC Control | Owner | Over 75% | 2025 |
| Thomas A Walker Control | Managing Member | Under 5% | 2025 |
| Thomas James Claud Control | Chief Compliance Officer | Under 5% | 2025 |
Rooted Financial Group, LLC reports $100.4 million in regulatory assets under management on its Form ADV.
Rooted Financial Group, LLC reports 2 employees.
Rooted Financial Group, LLC is based in Tigard, OR and has been SEC-registered since 2025.
Rooted Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7307 Southwest Beveland Road, Suite 200, Tigard, OR 97223 |
| Phone | 503-207-2067 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $100.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $100.4M |