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ROONEY CAPITAL MANAGEMENT, INC.

· CRD 141874 · IAPD ↗ · 651-470-4302

$411.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2025 — ROONEY CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($303.8M -> $385.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — ROONEY CAPITAL MANAGEMENT, INC. reported RAUM up 49% ($203.3M -> $303.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.