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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
About Resource Capital Management, LLC
Resource Capital Management, LLC is an SEC-registered investment adviser and asset manager focused on value-oriented U.S./North American equity portfolios. Using a proprietary, cash-flow analytics model rooted in a Graham & Dodd approach, the firm builds a diversified, equally weighted 55–60 stock “Long 60” portfolio (top-ranked names across GICS sectors) targeting capital appreciation versus the Russell 1000 Value, with an emphasis on low turnover and tax efficiency.
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Owner & Executives
HENRY LEE ROLLING
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Manager
- CRD
- #5746334
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,000 | $180,000 |
| Non-Discretionary | $0 | -- |
| Total | $180,000 | $180,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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