$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2019
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About RRO Capital, LLC
RRO Capital is an independently owned Phoenix, AZ fiduciary advisory firm serving individuals, executives, and business owners with personalized investment strategies and portfolio construction. Profile data indicates SMA allocations tilt toward ETFs and investment-grade fixed income, and the firm primarily operates on the AssetMark platform.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ROGER OELZE
Chief Compliance Officer, Managing Member
- CRD
- #1798703
- 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 | $6,562,961 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,562,961 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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