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- Custodian
- Interactive Brokers · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-04-2020
- Office Locations
- 1
Office Locations
About Rollingwave Capital
RollingWave Capital is a fee-only, independent RIA in Palm Beach Gardens, FL providing fiduciary wealth management with actively managed, customized portfolios. The firm uses a proprietary AI model to uncover market inefficiencies and identify high-conviction opportunities, with an emphasis on risk management, income, and after-tax planning. Client focus includes retirees, athletes, business owners, and high earners, primarily implementing strategies with ETFs and fixed income.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACOB ROBERT CRATON
President, Registered Investment Advisor
- CRD
- #4850961
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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