RBC Private Counsel (USA) Inc.

Overview

RBC Private Counsel (USA) Inc. is a corporation registered with the SEC since 1998 that provides portfolio management and adviser-selection services to individual, family and institutional clients. The firm charges fees as a percentage of assets under management and identifies its client base as individuals and families as well as institutional investors. It does not bill itself as a capital allocator and indicates it is not an active ESG investor. Advisory activities highlighted in filings are portfolio management for individuals and small businesses and selection of other advisers. The firm maintains a broad set of industry linkages, including relationships or affiliations with broker-dealers, trust companies, banking or thrift institutions, insurance companies and entities that sponsor or act as general partner/managing member of pooled investment vehicles. Those affiliations suggest the firm operates within a network of brokerage, custody and product-sponsoring capabilities rather than exclusively as a standalone boutique.

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Public Holdings

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Location & Offices