Capitalrock Investments, LLC

Capitalrock Investments, LLC (CRD# 166543) is a financial advisory firm headquartered in Naples, FL. They manage $76,912,708 in 501 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $153,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, TX, VA

Financial Advisors at Capitalrock Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert W. Frailey
CRD#: 2924243
1100 5th Avenue South, Suite 308, Naples, FL 34102
93
Wealthminder
score

Robert Frailey (CRD# 2924243) is an Investment Advisor Representative working at Capitalrock Investments, LLC in Naples, FL and has over 18 years of experience in the finance industry.

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