Fee-only adviser · Pittsburgh, PA
Rockcliff Capital, LLC
Rockcliff Capital, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed March 23, 2026, it reports $67M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 168708 |
| Office | 1725 Washington RD. Ste. 603 Pittsburgh, PA 15241 |
| Phone | (412) 833-3091 |
| Website | www.rockcliffcapital.com |
| Regulatory assets under management | $67M |
| Individual clients | 42 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pittsburgh
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- Hapanowicz Financial $622M
- Guyasuta Investment Advisors, Incorporated $2.4B
- Trebuchet Consulting, LLC $1.1B
- Ewa, LLC $751M
See all 38 fee-only advisers in Pittsburgh →
Nearby
- Oakmont 1 firm
- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
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