Rodgers Capital Management, LLC
RIASEC Registered
Total AUM
$862K
Discretionary
$862K
100% of AUM
Avg account
$86.2K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168216
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rodgers Capital Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management arrangement with the option to charge hourly fees. Rodgers Capital is not identified as an active ESG investor, a multi-state adviser, a capital allocator, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Bret Rodgers
Investment Advisor RepresentativeCRD 5351469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations