ROCKET DOLLAR CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
KYLE, Texas
CRD number
314075
Registered since
January 4, 2023

Firm profile

FINTRX

Overview

Rocket Dollar Capital, LLC is an LLC that registered with the SEC in 2023. FINTRX classifies the firm as “Unclassified” and lists the owner type as a mix of domestic entity and individual ownership. The dataset does not detail the firm’s advisory activities or fee schedule. FINTRX flags Rocket Dollar Capital as not acting as a capital allocator, not identifying as an active ESG investor, not serving as a pension consultant, and not being listed as a multi-state adviser or related adviser. Disclosure to FINTRX is limited: several standard fields (business activities, advisory activities, client base, and fee structure) are blank in the snapshot, so basic operational and client-facing details are not available from this source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TADAYOSHI YOSHIDA

    CEOCRD 4203282

Contacts

2 of 2
  • PATRICK LABBE

    ComplianceCRD 6609233

  • BRIAN MEGENITY

    CCOCRD 2889637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KYLE, TX

HAYS

Location

KYLE, TX

Headquartered in KYLE, TX, in the South of the United States.

Region
South
County
HAYS
Address
332 Glocken Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth