R L Capital, LLC

RIASEC Registered
Total AUM
$12.3M
Discretionary
$12.3M
100% of AUM
Avg account
$649K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
Overland Park, Kansas
CRD number
132435
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI87.56%
  • Individuals12.44%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

R L Capital, LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily to individual and family clients. The firm lists accounting as a core business activity and identifies portfolio management for individuals and small businesses as its primary advisory function. It charges clients on a percentage-of-assets-under-management basis. Public filings characterize the adviser as unclassified, not a capital allocator, and not active on ESG mandates; it also does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 38%, Cash & Cash Equivalents 38%, Exchange Traded Equities 15%, Investment Grade Corp Bonds 4%, State & Local Bonds 3%, Non-Investment Grade Corp Bonds 2%38%
  • Non-Exchange Traded Equities38%
  • Cash & Cash Equivalents38%
  • Exchange Traded Equities15%
  • Investment Grade Corp Bonds4%
  • State & Local Bonds3%

Contacts

1 of 1
  • Randy Freed

    Randy Freed

    ManagerCRD 4610314

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
7199 W 98th Ter
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth