RSA Capital
Firm details
- Headquarters
- ,
- CRD number
- 173899
- Website
- rsgwm.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI49.47%
- Corporations / Businesses30.13%
- Individuals20.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RSA Capital is an independent registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. RSA Capital also operates as an insurance broker. Its billing includes asset-based fees, hourly charges and the use of performance-based fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser; it is not structured as a dedicated capital allocator.
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
- Exchange Traded Equities95%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Yan Zhang
PresidentCRD 5498045
Xuelong Zhou
DirectorCRD 8278371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations