RISING CAPITAL INC.
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 123233
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rising Capital Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals, small businesses, and business or institutional clients. Its stated fee model combines traditional percentage-of-AUM billing with hourly charges for advisory work. Rising Capital Inc. does not report active ESG investing and is not identified as a multi-state adviser in the available records.
Assets & Accounts
Investments & Alternatives
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
- State & Local Bonds80%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1EDWARD CHIN
PresidentCRD 4593289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 460 Edgewood Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GORDIAN CAPITAL MANAGEMENT, LLC
RIAMILL VALLEY, CA
DIPSEA CAPITAL, LLC
RIAMILL VALLEY, CA
WASI
RIAMILL VALLEY, CA
EMERITUS INVESTMENT MANAGEMENT, INC.
RIAMILL VALLEY, CA
AUSTIN CREEK CAPITAL, LLC
RIAMILL VALLEY, CA
CAMBRIAN ASSET MANAGEMENT, INC.
RIAMILL VALLEY, CA