RR Portfolios, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,529,016
Clients
21
67% 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
$1,453,763
About
The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients, and also accepts other investment advisers as clients. It documents client objectives and risk tolerance in individualized Investment Policy Statements and manages about $30.5 million for a small client base with an account minimum that is generally $500,000 (waivable).
The firm’s investment process combines cyclical, fundamental, and technical analysis and uses long‑term trading alongside leveraged strategies such as margin and options trading, including covered and uncovered positions and spread strategies. It seeks discretionary authority to execute transactions on behalf of clients and performs quarterly reviews of accounts against each client’s documented risk profile.
Compared with many solo independent advisers, this firm’s active use of derivatives and margin within separately managed accounts and its ability to allocate limited‑supply opportunities (including IPOs and private placements) across client accounts are uncommon. The firm also requires client custody at a specified institutional custodian and receives related institutional services and access to research, which can influence execution and the ancillary benefits it receives.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Not in excess of 2.00% annually
Account minimum: $500,000 (may be waived by RRP LLC in its discretion)
Main office location
RR Portfolios, LLC
2201 Cooperative Way, Suite 600
Herndon VA 20171, United States
Number of offices
1
Most active in
RR Portfolios, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas · Virginia
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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