AUMdb

American Strategic Capital, Inc.

State-registered Investment Adviser · Boutique (under $100M) CRD 138144 · Santa Ana, CA · www.linkedin.com
☆ Save with Pro ADV data as of Mar 28, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Charles Norbert Rother Registered representative CFA Oct 2006 (20y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/28/2026 1.04 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.

View current Form ADV (SEC/IAPD) ↗