Rcp Advisors, LLC
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Overview
Rcp Advisors, LLC operates as a financial advisory company based in Chicago, Illinois. The firm has $262.5 million in assets under management throughout 12 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). Rcp Advisors, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, options and stocks.
Rcp Advisors, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices without needing client permission. The company's typical account size is $21.9 million.
The company's central office is at 353 N. Clark Street, Chicago, Illinois 60654. The firm is legally allowed to serve clients in the state of Illinois.
Assets Under Management
Disclosures
Office Location
Rcp Advisors, LLC by the Numbers
$262.5 million
12
$21.9 million
Fee Structure
Fees for financial advice usually vary depending on which services are provided. However, fees charged by Rcp Advisors, LLC may include the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 12 customers, Rcp Advisors, LLC's biggest client by number of accounts is pooled investment vehicles. About 50% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rcp Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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