RCS Wealth Management

Overview

RCS Wealth Management is an independent registered investment adviser operating as a corporation with an owner-managed structure and a primary focus on individual and family clients. The firm charges fees as a percentage of assets under management and combines traditional advisory services — financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational workshops — with insurance brokerage capabilities. Investment activity tilts toward public equities as the core allocation, implemented largely through exchange-traded vehicles and separately managed account structures. At the same time, the firm acts as a capital allocator to third-party alternative managers, giving clients access to hedge funds, private credit, real estate and other nontraditional sleeves when appropriate. RCS Wealth Management presents itself as a fee-driven, discretionary manager that emphasizes liquid, exchange-traded exposures for the bulk of client portfolios while layering in alternative or specialist strategies to meet specific risk, return and income objectives. It is not positioned as an ESG-focused adviser and does not operate as a multi-state RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices