RBC Private Counsel (USA) Inc.

Overview

RBC Private Counsel (USA) Inc. is the U.S. private-client advisory arm associated with the RBC organization, registered with the SEC in 1998 and organized as a corporation. The firm serves both individual and family clients as well as institutional clients and charges advisory fees based on a percentage of assets under management. Its advisory mandate emphasizes discretionary portfolio management for individuals and small businesses and includes selection of third‑party advisers when appropriate. The firm’s owner structure is listed as a mix of a foreign entity and individual ownership. The firm is not positioned as an active ESG investor, is not identified as a multi‑state adviser in this filing, and does not act as a capital allocator. Its regulatory and business affiliations are broad: the filing lists relationships across broker‑dealer activity, trust and banking institutions, registered municipal and swap dealer roles, commodity/futures capacities, insurance company connections, pension consulting and sponsorship roles for pooled investment vehicles.

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