Rog Vi L.L.C
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Overview
Rog Vi L.L.C is a financial advisor company based in Houston, Texas. Rog Vi L.L.C has $76.7 million in assets under management over four customer accounts. It has a small team, including 13 financial advisors. Rog Vi L.L.C is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, stocks and bonds.
Rog Vi L.L.C administers all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without requiring client permission. Rog Vi L.L.C administers roughly $19.2 million for every customer account. The average financial advisor at Rog Vi L.L.C oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Rog Vi L.L.C's central office is at 1200 Smith Street, Houston, Texas 77002. The company is registered to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rog Vi L.L.C by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$76.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
33
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$19.2 million
Fee Structure
A financial advisor's fees vary depending on which services are offered. Fee types billed by the company likely are comprised of the following fee structures: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the company 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
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its four clients, Rog Vi L.L.C's biggest client group is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- 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.
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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.
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