Bret Rodgers
Rodgers Capital Management · Canton, Ohio
Bret Rodgers is a fee-only financial advisor at Rodgers Capital Management in Canton, Ohio. Rodgers Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rodgers Capital Management |
|---|---|
| Based in | Canton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $862K across 10 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5351469 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Bret's firm compares
- Rodgers Capital Management's average account is about $86,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Bret
Is Bret Rodgers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Rodgers Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bret charge for financial advice?
Bret's firm, Rodgers Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bret Rodgers based?
Bret Rodgers is based in Canton, Ohio.
Is Bret Rodgers registered with the SEC?
Yes. Bret Rodgers is registered as an investment adviser representative in OH (CRD 5351469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rodgers Capital Management manage?
Rodgers Capital Management reports $862K across 10 accounts in assets under management.
How do I contact Bret Rodgers?
Contact details aren't on file yet. Search for Rodgers Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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