Crocker Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crocker Capital provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. In addition to discretionary asset management and written financial plans, the firm offers options- and stock-focused education through paid video subscriptions, multi-week classes, a multi-week mentoring program, occasional paid workshops and periodic newsletters.
The firm combines fundamental, technical and cyclical analysis within a value-oriented, primarily long-term investment framework while allowing tactical and strategic asset-allocation adjustments. Crocker Capital tailors advice on a one‑on‑one basis for its small client base and may implement options strategies as well as margin/borrowing and other derivatives within separately managed accounts when appropriate.
Compared with typical solo independent advisers, Crocker Capital is notable for its breadth of subscription-based educational products and a formal mentoring curriculum, plus periodic periodicals and live social media commentary. Its willingness to employ borrowing and derivatives in client accounts, alongside offering recurring paid subscription services, is relatively uncommon among peers.
Client services
Expertise
Fee options
Financial planning fixed fee generally $500 to $3,000; Consulting fixed fee generally $500 to $3,000; Financial Literacy Mentoring $9,997; Options Class $1,997; Options Trading Video Subscription $2,497 annually; Stock Trading Video Subscription $2,497 annually; Workshops $497 one-time fee
$1 - $250,000: 2.00% $250,000 - $1,000,000: 1.75% $1,000,000 - $1,500,000: 1.30% $1,500,000 - $2,500,000: 1.00% $2,500,000+: Negotiable
Options Trading Video Subscription $2,497 annually ($624.25 quarterly); Stock Trading Video Subscription $2,497 annually ($624.25 quarterly)
Main office
Cooper City FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Crocker Capital · Crocker Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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