T.H. RAPKO & COMPANY, LLC

Overview

T.H. Rapko & Company, LLC operates as a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm is organized as a limited liability company and is owned by an individual. Its business model centers on discretionary equity management, with a clear preference for exchange-traded securities. Advisory services are delivered on a percentage-of-AUM fee basis and target individual and family clients rather than institutional mandates. The firm does not position itself as an ESG specialist, and it is not a multi-state or pension consultant adviser. Investment activity is concentrated in equity markets, where the manager allocates the bulk of client capital to exchange-traded equities—both individual stocks and exchange-traded funds are likely used as the primary building blocks. Portfolios appear to be actively managed at the account level, with the adviser retaining discretionary authority over the majority of assets under management.

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Location & Offices