RD
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Rocky Derrick

12 Years of Experience
Salt Lake City, UT

Rocky Derrick is a registered investment advisor at Taylor Derrick Capital, L.L.C., based in Salt Lake City, UT, with 12 years of industry experience. Rocky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 14 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
14 clients
Average Client Portfolio
$60.5M average
Assets Under Management
$847.5M

Fee Structure

Investment management only (planning not offered)

Taylor Derrick Capital does not offer investment management services directly to individual investors. They manage investments for private funds, and the fees for those services are outlined in the fund documents.

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Location

404 North 300 West, Salt Lake City, UT, 84103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rocky manages several LLCs: R&C Holdings, RRD Holdings, and Taylor Derrick Ventures, all established for investment purposes, and spends minimal time on each. He is also the president and sole owner of Derrick Development, Inc., a holding company, also requiring minimal time.

Employment History
Current Registrations
Taylor Derrick Capital, L.L.C.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Taylor Derrick Capital, L.L.C.
December 2013 - December 2017 · 4 yrs
State Registrations2 states
NVUT
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.