A complete list of active advisors currently associated with Red Rock Capital Advisors, LLC

Warmer can help you find a great advisor at Red Rock Capital Advisors, LLC or one who fits your needs even better.

Red Rock Capital Advisors provides discretionary portfolio management, financial planning, and advisory consulting primarily to individual clients, managing roughly $12.7 million for about 17 clients as of early 2026. Services are offered on a continuous basis and can be delivered as comprehensive plans or modular, single-issue engagements depending on client needs. The firm combines fundamental and technical analysis and uses both long-term and short-term purchase strategies, including occasional short-term trading when deemed suitable for a client's objectives. Custody and execution are conducted through Charles Schwab, and the firm requires clients to use Schwab custody (including potential enrollment in Schwab Institutional Intelligent Portfolios) while maintaining cash using the custodian’s designated money market sweep. Noteworthy differences from many peers include the firm’s small, concentrated client base and its directed brokerage requirement, which can limit execution venue choice relative to advisers that do not mandate a single custodian. The firm’s principal has a long-standing advisory career (registered since 1998 and operating the firm since 2002) and discloses a voluntary Chapter 7 bankruptcy filing in 2019 that was later discharged, as reported in the Form ADV Part 2B.

To learn more about the advisors currently working at Red Rock Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.