CRD: 154331
Desert Rose Capital Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitVertex vertex
- Established Date
- 07-19-2010
- Office Locations
- 7
Office Locations
About Desert Rose Capital Management, Inc.
Desert Rose Capital Management is an Idaho-based RIA providing investment management for retail and institutional clients. Its flagship Integrated Options Portfolio (IOP), developed by CEO Kirk Stafford over decades, uses options/derivatives in pursuit of growth potential with a risk-management overlay. The firm also lists financial planning and insurance-related services, and is affiliated with Cash Value Lending Corporation and The Stafford Corporation via common ownership.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KIRK ALAN STAFFORD
Chief Executive Officer, Investment Advisor, President
- CRD
- #5472381
- Ownership
- 75% or more
MAUSMI PALA
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
SPENCER WILLIAM ANDERSON
Wealth Management Consultant
- CRD
- #6104545
BO LESLIE BROWER
--
- CRD
- #4417603
Foundation north
Harbor summit delta
- CRD
- #61401
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,928,607 | $168,064 |
| Non-Discretionary | $205,489 | $102,745 |
| Total | $192,134,096 | $167,949 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $154,674,612
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,480,779,942 | 23.7% |
| Equity - OTC | $862,226,295 | 13.8% |
| Cash | $918,458,445 | 14.7% |
| Derivatives | $1,518,268,042 | 24.3% |
| Equity - Exchange | $1,468,283,910 | 23.5% |
| Total | $6,248,016,634 | 100.0% |