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Adam Robert Rodman

SEGRA CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Series 7, Series 63, Series 65Clean record13 years registeredSEGRA CAPITAL MANAGEMENT, LLC
1845 WOODALL RODGERS, DALLAS, TX 75201CRD# 5213706Firm CRD# 167306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Robert Rodman · DALLAS, TX
Registration
CRD #5213706 · SEGRA CAPITAL MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

SEGRA CAPITAL MANAGEMENT, LLC
May 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 30, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEGRA CAPITAL MANAGEMENT, LLC
CRD 167306 · SEC 801-126256
AUM
$450M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by SEGRA CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SEGRA CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Adam Robert Rodman offer?
Adam Robert Rodman specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Adam Robert Rodman's credentials?
Adam Robert Rodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Robert Rodman located?
Adam Robert Rodman is based in DALLAS, Texas, working with SEGRA CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Adam Robert Rodman charge for services?
Adam Robert Rodman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEGRA CAPITAL MANAGEMENT, LLC?
SEGRA CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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