Robertson Opportunity Capital, LLC

Robertson Opportunity Capital, LLC (CRD# 118484) is a financial advisory firm headquartered in Dallas, TX. They manage $141,621,268 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $35,405,317
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

TX

Financial Advisors at Robertson Opportunity Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brett C. Neubert
CRD#: 1171273
8117 Preston Road, Suite 675, Dallas, TX 75225
96
Wealthminder
score

Brett Neubert (CRD# 1171273) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

2
Jonathan A. Richards
CRD#: 1024642
8117 Preston Road, Suite 675, Dallas, TX 75225
93
Wealthminder
score

Jonathan Richards (CRD# 1024642) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Dallas, TX and has over 34 years of experience in the finance industry.

3
James B. Robertson
CRD#: 2287416
8117 Preston Road, Suite 675, Dallas, TX 75225
93
Wealthminder
score

James Robertson (CRD# 2287416) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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