RPC Wealth, LLC

RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$143K
Accounts
744
Employees
14
Advisory reps
4

Firm details

Headquarters
Loveland, Colorado
CRD number
221532
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Individuals63.07%
  • HNWI36.93%
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RPC Wealth, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm acts as a capital allocator and charges fees based on a percentage of assets under management plus other fee arrangements. Its service mix extends beyond portfolio management to include financial planning, selecting outside advisers on clients’ behalf, and running educational seminars or workshops. RPC also operates as an insurance broker and maintains an industry affiliation with an insurance company. The firm is not positioned as an ESG investor, does not present itself as a multi-state adviser, and does not identify as a pension consultant or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 65%, Investment Grade Corp Bonds 18%, Exchange Traded Equities 11%, Cash & Cash Equivalents 5%, Other 1%65%
  • Public Funds/Mutual Funds65%
  • Investment Grade Corp Bonds18%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents5%
  • Other1%

Contacts

3 of 4
  • Jaris Hansen

    Jaris Hansen

    Co-FounderCRD 4443294

  • Joshua Cumrine

    Joshua Cumrine

    Co-FounderCRD 5387098

  • Brandon Hansen

    Brandon Hansen

    AdvisorCRD 4018636

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Loveland, CO

Larimer

Location

Loveland, CO

Headquartered in Loveland, CO, in the West of the United States.

Region
West
County
Larimer
Address
700 W Eisenhower Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth