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.
The firm provides investment advisory services to individual clients through discretionary portfolio management, financial planning (offered in comprehensive or modular formats), and general consulting. It serves a small client base and combines ongoing portfolio oversight with one-time or limited-scope planning engagements. Investment decisions draw on a mix of fundamental and technical analysis and may include both long- and short-term trading when deemed suitable for a client's objectives; cash in client accounts is managed using the custodian’s money market vehicle. The adviser requires clients to custody assets at Charles Schwab and may enroll accounts in Schwab’s Institutional Intelligent Portfolios program, which affects trade aggregation, custody, and the available investment products. Compared with many peers, the firm operates at a notably small scale (a single-advisor practice with a modest number of accounts and AUM) and emphasizes individualized, hands-on service. Its principal has a long tenure in the industry and discloses a personal Chapter 7 bankruptcy filing in 2019 that was subsequently discharged, a personal detail highlighted in the firm’s disclosures.
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.
Name |
Location |
Years of experience |
|---|---|---|
Hibbing, MN
| 23
|
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