RKL PRIVATE WEALTH

RIASEC RegisteredEst. 2006
Total AUM
$2.5B
Discretionary
$2.2B
88% of AUM
Avg account
$938K
Accounts
2,675
Employees
38
Advisory reps
26

Firm details

Headquarters
LANCASTER, Pennsylvania
CRD number
122693
Registered since
June 30, 2006
Website
www.rklcpa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.22%
  • Pension & Profit Sharing Plans12.7%
  • Individuals7.63%
  • Corporations / Businesses1.84%
  • Charitable Organizations1.06%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RKL Private Wealth is an independent registered investment adviser organized as an LLC and operating since 2006. The firm functions as a capital allocator for both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. RKL does not report an ESG-focused investment posture and is not listed as a multi-state adviser. The firm lists an industry affiliation with accounting professionals, indicating coordination with tax and accounting resources in client work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 20%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%

Owners & executives

2 of 2

  • EDWARD MONBORNE

    Partner, CEOCRD 4587333

  • ROBERT SIMONS

    Independent ContractorCRD 4587340

Contacts

3 of 24

  • SCOTT EHRIG

    Financial AdvisorCRD 2141441

  • Michael Snyder

    Wealth StrategistCRD 7271565

  • MICHAEL HINERDEER

    Senior TraderCRD 5302842

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$894M in ETFs

Passive

100%

$893M

Active

<1%

$894K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$211M322,61423.58%
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Location

Primary office

LANCASTER, PA

LANCASTER

Location

LANCASTER, PA

Headquartered in LANCASTER, PA, in the Northeast of the United States.

Region
Northeast
County
LANCASTER
Address
1800 Fruitville Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth