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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2016
- Office Locations
- 1
Office Locations
About Deep Roots Capital
Deep Roots Capital is a boutique RIA in Harrison, Arkansas serving entrepreneurs with asset allocation and portfolio construction using ETF- and U.S. government/agency bond-heavy models. The firm provides ongoing asset management plus tax planning, estate planning, business-succession and insurance guidance, and custodies primarily with Charles Schwab and Interactive Brokers while running portfolios on Black Diamond.
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Owner & Executives
MAURICE ALDON TAYLOR
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5676684
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,808,832 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,808,832 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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