Rogers Capital Advisors, LLC

Overview

Rogers Capital Advisors, LLC operates as a small, independent registered investment adviser serving individual and family clients, along with small business and institutional relationships. The firm favors equity-centered portfolios, allocating the bulk of client capital to exchange-traded equities and ETFs while supplementing those exposures with mutual funds and annuity solutions when appropriate. Advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Rogers Capital Advisors does not position itself as a broad capital allocator but does place client capital with third-party alternative managers when the situation warrants. The firm is not classified as an active ESG investor and maintains a single-state regulatory profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices