R
CRD: 128077
Rocket Capital Management, L.l.c.
$32.4M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
3 Employees
67 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-2003
- Office Locations
- 1
Office Locations
319 Barry Avenue Suite 210 Wayzata MN
About Rocket Capital Management, L.l.c.
Rocket Capital Management is a boutique RIA in Wayzata, MN providing disciplined, plan-driven portfolio management and asset allocation for retail clients, including business owners and entrepreneurs. Portfolios lean heavily on ETFs and public funds, with risk management, tax planning, and business-succession/insurance planning support. Founder-led by President and Senior Portfolio Manager John Daly Hurd.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$483.3K AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN DALY HURD
Advisor, President, Senior Portfolio Manager
- CRD
- #727132
- Ownership
- 75% or more
Available
Available
Available
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B
BENJAMIN JOHN SCHEIBE
--
- CRD
- #2565323
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,100,401 | -- |
| Non-Discretionary | $1,278,439 | -- |
| Total | $32,378,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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