CRD: 175500
Rogers Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Stifel
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-24-2015
- Office Locations
- 1
Office Locations
About Rogers Capital Advisors, LLC
Rogers Capital Advisors, LLC provides personalized, comprehensive financial planning and wealth management for individuals and families, including pre-retirees/retirees, business owners, and women. Services include retirement planning, tax-minimization strategies, portfolio construction and risk management, and estate strategy. Public filings indicate an ETF-based approach, with custody relationships including Schwab and LPL.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILL TRAVIS ROGERS
Financial Advisor, General Partner, Managing Member
- CRD
- #4828456
- Ownership
- 50% but less than 75%
ROBERT LOUIS ROGERS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #728780
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,301,696 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,301,696 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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