RCM CAPITAL MANAGEMENT, L.L.C.

RIASEC Registered
Total AUM
$97.6M
Discretionary
$96.6M
99% of AUM
Avg account
$186K
Accounts
524
Employees
3
Advisory reps
1

Firm details

Headquarters
HAMMONTON, New Jersey
CRD number
144939
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

FINTRX

Overview

RCM Capital Management, L.L.C. is structured as an independent, privately owned registered investment adviser serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing mixes percentage-of-AUM fees with hourly charges and other arrangements. The firm does not present itself as a capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 52%, Exchange Traded Equities 34%, Cash & Cash Equivalents 14%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents14%

Contacts

1 of 1
  • RICHARD MALESICH

    Registered RepresentativeCRD 2944797

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth