R
RKR Capital Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,506,489
Clients
21
43% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$500,309
About
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.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
1.45% annually, billed quarterly in arrears
Account minimum: $200,000 (subject to waiver at RKRCG’s sole discretion)
Main office location
RKR Capital Group LLC
Long Island City NY, United States
Number of offices
1
Most active in
RKR Capital Group LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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