Rocket Dollar Capital, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Kyle, Texas
CRD number
314075
Registered since
January 4, 2023

Firm profile

FINTRX

Overview

Rocket Dollar Capital, LLC is organized as a limited liability company and is listed as SEC-registered in 2023. The firm’s ownership is recorded as a mix of a domestic entity and an individual. Classification in the source data is “unclassified,” and the firm is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. It also does not self-identify as an active ESG investor. The submission does not include details on its advisory activities, fee schedule, or specific business lines.

Assets & Accounts

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

Owners & executives

2 of 2
  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

  • Tadayoshi Yoshida

    Tadayoshi Yoshida

    CEOCRD 4203282

Contacts

1 of 1
  • Patrick Labbe

    ComplianceCRD 6609233

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kyle, TX

Hays

Location

Kyle, TX

Headquartered in Kyle, TX, in the South of the United States.

Region
South
County
Hays
Address
332 Glocken Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth