ER
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Edward Rodden
20 Years of Experience
Aptos, CA
1 Disclosure
Edward Rodden is a registered investment advisor at Disciplined Growth Capital, LLC, based in Aptos, CA, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $49M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$49.2M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
535 Seacliff Drive, Aptos, CA, 95003
Get directionsHistory
Regulatory History (1)
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Criminal
January 2001Final Disposition
Other Business Activities
Edward is the owner of Central Coast Partners, a business consulting firm.
Employment History
Current Registrations
Disciplined Growth Capital, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
3 Factor Indexing, LLC
August 2012 - October 2023 · 11 yrs 2 mos
Charles Schwab & CO., INC.
July 1997 - November 2004 · 7 yrs 4 mos
State Registrations2 states
CAHI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.