Rocket Capital Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$26,565,154
Clients
66
Advisors
2
of 3 employees
About
Rocket Capital Management serves individuals, business owners, pension and profit‑sharing plans, trusts, estates, and charitable organizations, including high‑net‑worth and non‑HNW individual clients. The firm provides discretionary portfolio management, acts as a sub‑advisor to other brokerage and advisory firms, and distributes a periodic newsletter to clients and prospective clients.
The firm’s investment process focuses on small‑cap growth equities and uses a formal "ROCKET" workflow that screens roughly 1,500 chart patterns weekly and applies both technical and fundamental analysis to select positions. Portfolios are typically concentrated (around 20–30 names across sectors), managed on a discretionary basis under limited power of attorney, and trades are frequently aggregated and executed as block or “step‑out” transactions to seek best execution and avoid accounts competing with one another.
What is distinctive about the firm is its involvement with pooled investment vehicles and fee arrangements that are less common among peers: it serves as general partner and adviser to a private fund that charges performance‑based fees, and it also sponsors a wrap fee program while continuing to act as a sub‑advisor. The combination of a small advisory team managing about $32 million, a specialized small‑cap research process, regular client periodicals, and active roles across retail accounts, wrap programs, and a private fund sets the firm apart from many similarly sized supported advisors.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.5% annually for Small-Cap Growth Accounts (direct clients) $0+: 1.0% annually for Total Portfolio Management Accounts (direct clients) $0+: 1.0% annually for clients of other brokerage and advisory firms
Account minimum: $100,000 Fee-only: Asset-based fees as stated above; no commissions are charged.
Main office
319 Barry Avenue, Suite 210
Wayzata MN 55391
Advisors at this office
2
Most active in
California · Minnesota · Wisconsin
Disclosures
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Business activities & affiliations
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Forms ADV
Quick links
Advisors at this firm
Benjamin S
Series 63, Series 65
Wayzata, MN
Rocket Capital Management, L.L.C.
Benjamin Scheibe is a financial advisor with Rocket Capital Management, L.L.C. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His career includes roles at Market Gauge Asset Management LLC, Feltl and Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Rocket Capital Management serves individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations, including both high-net-worth and non-HNW clients. The firm specializes in small-cap growth equities using a formal screening and analysis process, managing concentrated portfolios on a discretionary basis while participating in pooled investment vehicles and offering a variety of fee arrangements.
John H
Series 63, Series 65
Wayzata, MN
Rocket Capital Management, L.L.C.
John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Rocket Capital Management since 2003. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management for individuals, business owners, retirement plans, trusts, estates, and charitable organizations, and also serves as a sub-advisor to other brokerage and advisory firms. The firm focuses on small-cap growth equities using a proprietary methodology that combines technical and fundamental analysis to select a concentrated portfolio of high-growth stocks.
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