RC PRIVATE WEALTH, LLC

Overview

RC Private Wealth, LLC operates as a small, owner-run advisory firm focused on providing financial planning and portfolio management for individuals, small businesses and business/institutional clients. The firm acts as a capital allocator and performs selection of third‑party advisers, which suggests a model that combines direct portfolio management with curated access to external managers when clients need specialized exposure. Fee arrangements include percentage of AUM, hourly and fixed-fee options, indicating flexibility to serve both ongoing wealth management clients and ad hoc planning engagements. Investment activity is concentrated in publicly available pooled products rather than large bespoke trading books. The firm is not positioned as an active ESG investor and is not listed as a multi‑state adviser. The firm’s industry affiliation with accounting resources points to a service mix that likely emphasizes tax-aware planning and coordination with clients’ accounting advisors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices