RKR Capital Group LLC
RIAState Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$552K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300029
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.64%
- Corporations / Businesses17.28%
- Individuals13.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RKR Capital Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its client base is concentrated on individual and family relationships rather than institutional sponsors or pensions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not characterized as a capital allocator.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth 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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