RCN Wealth Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 163562
- Registered since
- February 18, 2026
- Website
- www.rcnwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.87%
- Investment Companies18.57%
- Individuals4.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RCN Wealth Advisors, Inc. is an independently owned registered investment adviser operating as a corporation and serving both individual/family and institutional clients. The firm lists advisory services that include financial planning and discretionary portfolio management for individuals, small businesses, investment companies, and other institutions. Its fee arrangements are varied—percentage-of-AUM, hourly, fixed fees and other structures are used rather than a single standard model. FINTRX notes the firm is not an active ESG investor, is not a capital allocator, and is not registered as 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 Funds75%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
1 of 1
John Mcdevitt
Chief Compliance OfficerCRD 5234258
Contacts
1 of 1
Nicholas Lumpp
PresidentCRD 5283280
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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