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 organized as a limited liability company and is recorded as an SEC-registered adviser in 2023. Ownership is shown as a combination of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified. Available records provide limited detail about the firm’s business activities. The snapshot indicates Rocket Dollar Capital is not designated as a capital allocator, is not active on ESG investing, and is not identified as a multi-state adviser in the regulatory flags provided.

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

    Tadayoshi Yoshida

    CEOCRD 4203282

Contacts

2 of 2
  • Patrick Labbe

    ComplianceCRD 6609233

  • Brian Megenity

    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