RPC PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2019
Total AUM
$286M
Discretionary
$284M
99% of AUM
Avg account
$233K
Accounts
1,228
Employees
1
Advisory reps
1

Firm details

Headquarters
HINSDALE, Illinois
CRD number
298527
Registered since
May 24, 2019
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI57.21%
  • Individuals38.78%
  • Pension & Profit Sharing Plans4.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RPC Private Wealth, LLC is a fee-based registered investment adviser focused on portfolio management for individuals and small businesses, with services extending to institutional clients. The firm operates under a mixed fee structure—percentage of assets under management and fixed fees—and does not position itself as an active ESG investor. Since its SEC registration in 2019, RPC Private Wealth has concentrated on discretionary portfolio oversight, using separately managed accounts and pooled mutual fund allocations as the primary vehicle for delivering diversified exposure. The manager classification is unclassified and the firm is not identified as a capital allocator, which suggests its role is mainly implementing third‑party products and model portfolios rather than sourcing proprietary private deals. RPC’s investment approach emphasizes public funds as the core building block of client portfolios, while supplementing those allocations with select alternative strategies for diversification and macro exposure. The firm’s advisory activity is narrowly focused on direct portfolio management rather than pension consulting or family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 17%, Cash & Cash Equivalents 10%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • THOMAS WESTRICK

    PresidentCRD 3211113

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HINSDALE, IL

DU PAGE

Location

HINSDALE, IL

Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
120 E Ogden Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth