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Mikayla Rodarte

1 Year of Experience
Mclean, VA
May Earn Commission

Mikayla Rodarte is a registered investment advisor at Capitol Financial Consultants, INC., based in Mclean, VA, with 1 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $230M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
108 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$230.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8180 Greensboro Drive, Suite 1150, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mikayla is the lead instructor, general manager, and head of youth & women's programs at Kore Defense Industries, a martial arts education business. She dedicates about 10-20% of her time to this business, with no time spent during securities trading hours.

Employment History
Current Registrations
Capitol Financial Consultants, INC.
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
VA
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.