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 that registered with the SEC in 2023. Ownership is split between a domestic entity and an individual. The firm is listed under an unclassified adviser type and does not present itself as a capital allocator. Regulatory-data flags indicate the firm is not an active ESG investor, is not identified as a multi-state adviser, and is not marked as a pension consultant or a related adviser. Fee structure, specific advisory services, and client segments were not provided in the available dataset.

Assets & Accounts

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

1 of 1
  • Tadayoshi Yoshida

    Tadayoshi Yoshida

    CEOCRD 4203282

Contacts

2 of 2
  • Patrick Labbe

    ComplianceCRD 6609233

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

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