RCL Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 121342
- Website
- rclcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.07%
- HNWI41.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1Ronald Leonard
Founder and PrincipalCRD 4558298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Reynolds Capital Management, Inc.
RIAZink Wealth Solutions LLC
RIAMiami, FL
FHL Investment Management Company, LLC
RIANorth Bethesda, MD
Devotion Capital Management
RIASouth Bend, IN
Open Circle Wealth Partners
RIANorth Haven, CT