Unclaimed Profile

James Darwin Rorrer

CAPGROUP ADVISORS, LLC·RICHMOND, Virginia

Clean recordCAPGROUP ADVISORS, LLC

7100 FOREST AVE., RICHMOND, VA 23226CRD# 822245Firm CRD# 139874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Darwin Rorrer · RICHMOND, VA

Registration

CRD #822245 · CAPGROUP ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Darwin Rorrer is a registered financial advisor based in RICHMOND, Virginia, affiliated with CAPGROUP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPGROUP ADVISORS, LLC

CAPGROUP ADVISORS

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPGROUP ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 822245

Firm CRD# 139874

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Darwin Rorrer offer?

James Darwin Rorrer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are James Darwin Rorrer's credentials?

James Darwin Rorrer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Darwin Rorrer located?

James Darwin Rorrer is based in RICHMOND, Virginia, working with CAPGROUP ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does James Darwin Rorrer charge for services?

James Darwin Rorrer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPGROUP ADVISORS, LLC?

CAPGROUP ADVISORS, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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