RCL Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 121342
- Website
- rclcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.92%
- HNWI44.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rcl Capital Management operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily serves individual and family clients, focusing on financial planning services and portfolio management for individuals and small businesses. Rcl Capital Management employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1Ronald Leonard
Founder and PrincipalCRD 4558298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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