RCL Capital Management

RIAState Registered
Total AUM
$38.4M
Discretionary
$38.4M
100% of AUM
Avg account
$191K
Accounts
201
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121342
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals58.07%
  • HNWI41.93%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

RCL Capital Management is an independent, sole-proprietorship registered investment adviser that serves individuals and families. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It does not describe itself as a capital allocator, and it is not an active ESG investor. The adviser appears to operate at a single-advisor scale (owner type: individual) rather than as a multi-state or multi-adviser platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 20%, Cash & Cash Equivalents 10%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Ronald Leonard

    Founder and PrincipalCRD 4558298

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth