NCU Investment Solutions
Firm details
- Headquarters
- Smithfield, Rhode Island
- CRD number
- 134804
- Registered since
- July 23, 2026
- Website
- rfinancialgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.37%
- Individuals31.31%
- Pension & Profit Sharing Plans4.08%
- Corporations / Businesses1.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
NCU Investment Solutions is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and combines portfolio management and financial planning with insurance brokerage activities. Its advisory scope, as reported, includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and financial planning. The firm is not identified as an active ESG investor and is not described as a capital allocator or a multi-state adviser in the available data.
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 Funds78%
- Cash & Cash Equivalents16%
- Exchange Traded Equities3%
- Other2%
- US Government Bonds1%
Contacts
3 of 11Robert Damico
VP, Senior Financial AdvisorCRD 7293987
Eliza Siradze
Sr. Financial AdvisorCRD 6280372
Russell Botvin
Investments ManagerCRD 6542070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Smithfield, RI
Providence
Location
Smithfield, RI
Headquartered in Smithfield, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 1005 Douglas Pike
- Time zone
- ET (UTC-5)
- Office locations
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