Red Rock Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 121855
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.57%
- Individuals20.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Red Rock Capital Advisors, LLC is a small, independently owned registered investment adviser that serves individual and family clients, as well as small businesses. The firm operates as a limited liability company with an individual owner and focuses on financial planning and discretionary portfolio management. Its pricing combines a percent-of-assets fee with hourly billing for certain services. Red Rock does not describe itself as an ESG investor, is not registered as a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Contacts
1 of 1Lawrence Mcguire
OwnerCRD 807422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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