Brol Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154196
- Website
- brolcapm.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses64.85%
- Individuals35.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brol Capital Management, LLC is an independent, individual-owned RIA organized as an LLC that serves both individual/family and institutional clients. The firm performs financial planning and portfolio management for individuals, small businesses and institutions, and it also selects and allocates to other advisers and external managers. Its compensation options include a percentage-of-AUM model plus hourly and fixed-fee arrangements. The firm is designated as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the available record.
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 Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Lester Brol
PresidentCRD 2604513
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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