RPC PRIVATE WEALTH, LLC
Firm details
- Headquarters
- HINSDALE, Illinois
- CRD number
- 298527
- Registered since
- May 24, 2019
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.21%
- Individuals38.78%
- Pension & Profit Sharing Plans4.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RPC Private Wealth, LLC is a fee-based registered investment adviser focused on portfolio management for individuals and small businesses, with services extending to institutional clients. The firm operates under a mixed fee structure—percentage of assets under management and fixed fees—and does not position itself as an active ESG investor. Since its SEC registration in 2019, RPC Private Wealth has concentrated on discretionary portfolio oversight, using separately managed accounts and pooled mutual fund allocations as the primary vehicle for delivering diversified exposure. The manager classification is unclassified and the firm is not identified as a capital allocator, which suggests its role is mainly implementing third‑party products and model portfolios rather than sourcing proprietary private deals. RPC’s investment approach emphasizes public funds as the core building block of client portfolios, while supplementing those allocations with select alternative strategies for diversification and macro exposure. The firm’s advisory activity is narrowly focused on direct portfolio management rather than pension consulting or family office services.
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities17%
- Cash & Cash Equivalents10%
Contacts
1 of 1THOMAS WESTRICK
PresidentCRD 3211113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HINSDALE, IL
DU PAGE
Location
HINSDALE, IL
Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 120 E Ogden Ave
- Time zone
- CT (UTC-6)
- Office locations
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