Whitetail Rock Capital Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Whitetail Rock Capital Management, LLC
Overview
Whitetail Rock Capital Management, LLC operates as a financial advisory firm headquartered in Lincoln, Nebraska. Whitetail Rock Capital Management, LLC administers $3.5 billion in assets across nine client accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The company has a small team, including 2 financial advisors. Whitetail Rock Capital Management, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Whitetail Rock Capital Management, LLC manages all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing to seek the client's permission. Whitetail Rock Capital Management, LLC supervises about $391.6 million for each client account. The average financial advisor at Whitetail Rock Capital Management, LLC manages about five client accounts, placing it among the most individualized financial advisor firms in the country.
Whitetail Rock Capital Management, LLC's central office is located at 121 South 13Th Street, Lincoln, Nebraska 68508-1911. The company is allowed to serve customers in the state of Nebraska.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Whitetail Rock Capital Management, LLC by the Numbers
$3.5 billion
3
9
$391.6 million
Fee Structure
Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Whitetail Rock Capital Management, LLC may include the following fee structures: asset-based or performance-based. Whitetail Rock Capital Management, LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its nine customers, Whitetail Rock Capital Management, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Whitetail Rock Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.