Rodgers Capital Management, LLC
RIASEC Registered
Total AUM
$345K
Discretionary
$345K
100% of AUM
Avg account
$69K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168216
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rodgers Capital Management, LLC is a small, individually owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients using a combination of asset-based fees and hourly billing. It does not identify as an ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant according to the filing snapshot.
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 Equities65%
- Cash & Cash Equivalents35%
Contacts
1 of 1Bret Rodgers
AssistantCRD 5351469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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