RCM Capital Management, L.L.C.

RIAState Registered
Total AUM
$97.6M
Discretionary
$96.6M
99% of AUM
Avg account
$186K
Accounts
524
Employees
3
Advisory reps
1

Firm details

Headquarters
Hammonton, New Jersey
CRD number
144939
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • HNWI52.43%
  • Individuals47.57%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RCM Capital Management, L.L.C. is an independent, privately owned registered investment adviser operating as a limited liability company. The firm serves primarily individual and family clients and acts as a capital allocator, deploying client assets both directly and through third‑party managers. Its client-facing offerings emphasize financial planning and portfolio management for individuals and small businesses, and the firm also performs selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing alongside hourly charges and other fee types. RCM does not position itself as an ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 34%, Cash & Cash Equivalents 14%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents14%

Contacts

1 of 1
  • Richard Malesich

    Registered RepresentativeCRD 2944797

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

Hammonton, NJ

Atlantic

Location

Hammonton, NJ

Headquartered in Hammonton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Atlantic
Address
240 N White Horse Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth