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Rodgers Capital Management, LLC operates as a registered investment advisor, offering personalized financial guidance. The firm focuses on delivering investment advisory services to help clients manage their wealth and financial futures. Its core offering revolves around strategic financial planning and portfolio management, tailored to individual client needs.
The firm was established by Bret Allan Rodgers, who serves as the principal of the advisory. While the specific founding insights that led to its inception are not publicly detailed, Rodgers Capital Management was formed to provide dedicated investment counsel. Further details on the firm's early history and the founder's comprehensive professional background are not readily available.
Rodgers Capital Management serves individuals and other entities seeking professional investment advice and wealth management solutions. The firm aims to assist its clientele in navigating complex financial landscapes to achieve their monetary objectives. Its long-term vision centers on consistent, client-focused financial stewardship, adapting strategies to support lasting financial well-being.
Rodgers Capital has 1 tracked investment across 1 company. The latest tracked deal is $17.0M Series C in Upstart Power in November 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Nov 17, 2022 | Upstart Power | $17.0M Series C | — | Cricetus Felix Ventures, Enphase Energy, H+ Partners, Sunnova |