RCX CAPITAL GROUP ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
BOONE, North Carolina
CRD number
170463
Fee structure
Percentage of AUM
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

RCX Capital Group Advisors, LLC operates as a capital allocator and adviser that focuses on selecting other managers rather than running a single-house investment platform. The firm charges clients on a percentage-of-AUM basis and is structured as a limited liability company owned by an individual. Its stated advisory activity centers on manager selection, which suggests they build client exposure by placing assets with outside advisers and specialty managers rather than by exclusively managing in-house portfolios. The firm is not an active ESG investor and is not classified as a pension consultant or related adviser. Industry affiliation information identifies a relationship with a broker-dealer, which typically supports distribution, trade execution, or product access for client solutions. The firm’s regulatory classification is listed as unclassified in available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JEAN-LOUIS GUINCHARD

    Managing Partner and Chief Compliance OfficerCRD 1983431

Contacts

1 of 1
  • PAUL MANESE

    Senior Regional Vice PresidentCRD 4642565

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

BOONE, NC

WATAUGA

Location

BOONE, NC

Headquartered in BOONE, NC, in the South of the United States.

Region
South
County
WATAUGA
Address
271 Sleepy Valley Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth