Robertson Opportunity Capital, LLC

Robertson Opportunity Capital, LLC (CRD# 118484) is a financial advisory firm headquartered in Dallas, TX. They manage $301,393,454 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8117 Preston Road, Suite 675, Dallas, TX 75225
https://www.rocapital.com
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $150,696,727
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)
Types of Clients
Registered States
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 Neubert, financial advisor
Brett C. Neubert
CRD#: 1171273
,

Brett Neubert (CRD# 1171273) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in , and has over 29 years of experience in the finance industry.

2
Jonathan Richards, financial advisor Dallas TX
Jonathan A. Richards
CRD#: 1024642
8117 Preston Road, Suite 675, Dallas, TX 75225

Jonathan Richards (CRD# 1024642) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Dallas, TX and has over 41 years of experience in the finance industry.

3
James Robertson, financial advisor Addison TX
James B. Robertson
CRD#: 2287416
4300 Westgrove Drive, 2nd Floor, Addison, TX 75001

James Robertson (CRD# 2287416) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Addison, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals