RRO Capital, LLC

RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$219K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300829
Custodians
ASSETMARK TRUST CO.
Fee structure
Percentage of AUM
Client types
  • HNWI81.16%
  • Individuals18.84%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

RRO Capital, LLC is a small, owner-operated advisory firm that manages portfolios for individuals and small businesses and also selects third-party advisers. The firm operates as a capital allocator with a clear tilt toward publicly traded equities; exchange-traded securities are identified as its primary asset type. Fee billing is based on a percentage of assets under management, and the firm is not an active ESG investor. RRO Capital’s advisory mandate centers on discretionary portfolio management and on bringing in outside managers where appropriate, suggesting a blend of direct equity exposure and delegated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 25%, US Government Bonds 10%, Cash & Cash Equivalents 10%, State & Local Bonds 5%, Public Funds/Mutual Funds 5%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds25%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%
  • State & Local Bonds5%

Contacts

1 of 1
  • Richard Oelze

    Richard Oelze

    Director of Branch OperationsCRD 1798703

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth