RKR Capital Group LLC

Overview

RKR Capital Group LLC is a small, fee-based advisory firm focused on portfolio management for individual investors, families and small businesses. The firm runs concentrated equity-oriented programs: its stated preference is exchange-traded equities and it manages portfolios on a discretionary basis using a percentage-of-AUM fee model. RKR is not positioned as an ESG investor, nor does it function as a capital allocator or pension consultant; instead it acts as a hands-on manager for private clients, emphasizing liquid, publicly traded exposures with complementary allocations to real estate through third‑party managers. The firm operates as a limited liability company with individual ownership and a narrow client focus. Investment activity centers on liquid equity markets—both individual stocks and ETFs are the primary building blocks—while alternatives are used selectively to provide income, diversification or real estate exposure for clients who need it. Given the client profile and account sizes, RKR appears to favor straightforward, tax‑aware portfolio construction and discretionary implementation over complex multi-manager or multi-state advisory arrangements.

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