RLC Capital Management
RIASEC Registered
Total AUM
$23.1M
Discretionary
$23.1M
100% of AUM
Avg account
$1.2M
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152801
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rlc Capital Management operates as a sole proprietorship, focusing primarily on portfolio management for individual clients and small businesses. The firm is structured as an unclassified entity and is owned by an individual. Rlc Capital Management engages in the sale of other financial products, indicating a diverse approach to financial services. The firm does not actively pursue ESG investments and is not classified 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
- Exchange Traded Equities100%
Contacts
1 of 1
Richard Cullen
Portfolio ManagerCRD 4772079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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