R L CAPITAL, LLC

Overview

R L Capital, LLC is a small, owner-operated advisory firm that provides portfolio management primarily for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and combines accounting-related business activities with investment advisory services. Investment activity is equity‑focused, with a clear preference for non‑exchange traded equities — roughly $4.7M of the firm’s assets sit in that bucket — and a tendency to use third‑party managers for niche exposures. R L Capital, LLC does not position itself as an ESG investor and appears to run mostly discretionary mandates, giving it flexibility to pursue non‑listed and specialty allocations alongside more traditional holdings. The client base and service model favor customization over scale: with a modest asset base and a small roster of clients, the firm can tailor holdings and alternative exposures to individual circumstances rather than rely on standardized fund lineups. Custody and operational relationships are concentrated, which supports streamlined trading and reporting for the firm’s accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices