RPC Private Wealth, LLC
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
FINTRXOverview
RPC Private Wealth, LLC is an independent registered investment adviser organized as an LLC that provides portfolio management primarily for individuals and small businesses, and serves both individual/family and institutional clients. The firm is SEC-registered (2019) and is owned by an individual. Its fee model combines percentage-of-assets and fixed fees. RPC does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
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 Funds73%
- Exchange Traded Equities17%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Thomas Westrick
PresidentCRD 3211113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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