Resource Capital Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$180K
Discretionary
$180K
100% of AUM
Avg account
$180K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Reno, Nevada
CRD number
162781
Registered since
April 16, 2015
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Resource Capital Management, LLC is an independent registered investment adviser formed in 2015 and organized as an LLC. The firm focuses on portfolio management for individual clients and small businesses and reports a client base comprised of individuals and families. Its fee structure includes fixed fees and performance-based fees. Resource Capital Management does not identify as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator or pension consultant in the provided materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Henry Rolling

    President, CEO & CIOCRD 5746334

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
2285 Hedgewood Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth