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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Prime meridian
- Established Date
- 04-22-2019
- Office Locations
- 1
Office Locations
About Crocker Capital, LLC
Crocker Capital (Crocker Capital Wealth Management) works with retail investors—especially those with retirement accounts—who want a professional to handle research and buy/sell decisions. The firm also offers educational trading products, including a 6‑week “Ultimate Options Formula” course and stock/options video trade services covering stocks, leveraged funds, and options. Clients can speak directly with managing member John Crocker.
Team overview
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Investment Themes
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Owner & Executives
John Vernon Crocker
Chief Compliance Officer, Managing Member
- CRD
- #6560576
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,919,665 | -- |
| Non-Discretionary | $217,152 | -- |
| Total | $2,136,817 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,136,817
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,288,237,469 | 51.2% |
| Corporate - Investment Grade | $1,091,797,597 | 17.0% |
| Cash | $661,500,897 | 10.3% |
| Derivatives | $1,380,802,843 | 21.5% |
| Total | $6,422,338,806 | 100.0% |