RCM Capital Management, L.L.C.
Firm details
- Headquarters
- Hammonton, New Jersey
- CRD number
- 144939
- Website
- www.rcmcap.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI52.43%
- Individuals47.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RCM Capital Management, L.L.C. is an independent, privately held advisory firm organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and other fee types. RCM does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds52%
- Exchange Traded Equities34%
- Cash & Cash Equivalents14%
Contacts
1 of 1Richard Malesich
Registered RepresentativeCRD 2944797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hammonton, NJ
Atlantic
Location
Hammonton, NJ
Headquartered in Hammonton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 240 N White Horse Pike
- Time zone
- ET (UTC-5)
- Office locations
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