ROLLINGWAVE CAPITAL
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 306453
- Website
- rollingwavecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.9%
- Individuals38.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rollingwave Capital is an LLC that provides fee-based portfolio management for individuals, families and small businesses. The firm is owner-operated and charges clients a percentage of assets under management. Its advisory scope is focused on discretionary portfolio management rather than institutional consulting or pension work. Rollingwave reports it is not an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.
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 Equities85%
- US Government Bonds10%
- Cash & Cash Equivalents3%
- Derivatives2%
Contacts
1 of 1JACOB CRATON
OwnerCRD 4850961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 412 Capistrano Dr
- Time zone
- ET (UTC-5)
- Office locations
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