R
$861.6K Total AUM
$861.6K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2013
- Office Locations
- 1
Office Locations
-- Canton OH
About Rodgers Capital Management, LLC
Rodgers Capital Management, LLC is a Canton-based RIA. The firm has been operating for 12 years. Managing $861.6K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$861.6K AVG AUM / ADVISOR
$86.2K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Owner & Executives
B
BRET A RODGERS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5351469
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $861,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $861,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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