A complete list of active advisors currently associated with RKR Capital Group LLC

Warmer can help you find a great advisor at RKR Capital Group LLC or one who fits your needs even better.

RKR Capital Group provides discretionary equity investment management through separately managed accounts for individual investors, including high-net-worth clients, and for corporate clients. The firm manages roughly $12.7 million in assets across 21 client accounts and delivers portfolio management on a discretionary SMA basis. The adviser pursues a concentrated, long-only, unlevered Equity Value Strategy that typically holds about 8–16 positions and emphasizes bottom-up fundamental research. The strategy is non-tailored and intended to serve as a portion of a client’s overall portfolio rather than a bespoke solution, although the firm may accept limited client-requested investment restrictions. Notably, the firm’s client base includes corporate entities as well as individuals, an atypical mix for an independent adviser of this size. The firm uses an institutional custody platform (Schwab & Co.) for execution and reporting, retains proxy-voting and discretionary authority, and maintains policies to document and monitor personal and proprietary trading to address potential conflicts of interest.

To learn more about the advisors currently working at RKR Capital Group 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.