RLC Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 152801
- Website
- www.rickcullen.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RLC Capital Management is a single-owner, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm provides portfolio management for individuals and small businesses and earns fees as a percentage of assets under management. It bills itself as an adviser rather than a multi-state or institutional consultant: the adviser is not flagged as a multi-state firm, is not a capital allocator, and does not report active ESG investing activity. The business activities listed include other financial product sales in addition to advisory work, suggesting a mix of advisory and transactional relationships with clients. The firm’s profile and filings indicate a small, concierge-style practice rather than a large multi-advisor RIA.
Assets & Accounts
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
, null
Location
, null
Headquartered in , null.
- Office locations
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