Rosci LAMB, LLC
SEC RegisteredClarity · Conviction · Calm
About the firm
Rosci Lamb advises a select group of individuals and families on disciplined portfolio management and the long-term stewardship of family wealth. Privately run and independent fiduciary, the firm maintains a small number of client relationships, each given proper attention.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Disciplined portfolio management and long-term stewardship of family wealth, with portfolios built around companies constructing the physical and digital infrastructure of the modern economy, selected for durability and held for the long term, with a preference for direct ownership over pooled vehicles.
Who they serve
A select group of individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $22M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of January 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rosci LAMB, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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