RS ASSET MANAGEMENT, LLC

Overview

RS Asset Management, LLC is an independent registered investment adviser focused on individuals, families and small businesses. The firm is owned by an individual principal and has been SEC-registered since 2014. Its advisory work centers on financial planning and portfolio management, delivered under a mix of fee arrangements: percentage of assets under management, hourly charges and fixed fees. RS Asset Management is structured as a limited liability company and does not position itself as a capital allocator or pension consultant; it is not an active ESG investor and does not report multi-state adviser status. Investment activity shows a clear tilt toward fixed income — U.S. government bonds are the single largest holding category — while mutual funds and third-party real estate funds make up other material pieces of portfolios. The firm uses third-party managers for alternative real estate exposure rather than operating an in-house alternative platform.

Assets & Accounts

Investments & Alternatives

Location & Offices