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
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RSA Capital is a small, privately owned investment adviser operating as an LLC that combines portfolio management for individuals and small businesses with insurance-brokerage activities. The firm serves both individual and family clients as well as some institutional relationships. Its billing approach is mixed: percentage-of-AUM fees alongside hourly charges and the ability to take performance-based fees. RSA Capital does not position itself as an active ESG investor and is not presented as a multi-state adviser.
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
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