RRO Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300829
- Website
- www.rrocapital.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.16%
- Individuals18.84%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
RRO Capital, LLC is a small, owner-operated advisory firm that manages portfolios for individuals and small businesses and also selects third-party advisers. The firm operates as a capital allocator with a clear tilt toward publicly traded equities; exchange-traded securities are identified as its primary asset type. Fee billing is based on a percentage of assets under management, and the firm is not an active ESG investor. RRO Capital’s advisory mandate centers on discretionary portfolio management and on bringing in outside managers where appropriate, suggesting a blend of direct equity exposure and delegated strategies.
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 Equities40%
- Investment Grade Corp Bonds25%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Contacts
1 of 1
Richard Oelze
Director of Branch OperationsCRD 1798703
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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