Advisor at RCX Capital Group Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RCX Capital Group Advisors, LLC
Location
Boone, NC 28607
Credentials
Series 63, Series 65, Series 66
Industry experience
29 years
Clients may pay fixed fees for services as negotiated.
Up to 2% per year on total assets under management (negotiable)
Commissions may be received by affiliate broker-dealer on tax-advantaged real estate transactions; due diligence and marketing fees also received by the Firm from sponsors.
Rcx Capital Group Advisors Llc
2023 - Present (3 years)
Rcx Partners Llc
2020 - Present (6 years)
Rcx Capital Group Holdings, Llc
2018 - Present (8 years)
Covenant Investment Capital, Llc
2018 - 2023 (5 years)
Rcx Capital Group, Llc
2018 - Present (8 years)
Guinchard Family Trust
2017 - Present (9 years)
Silver Portal Capital Advisors, Llc
2014 - 2018 (4 years)
Silver Portal Capital Llc
2013 - 2018 (5 years)
O&A Real Estate Development Partners
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 65
Boone, NC
E2I Financial Group, LLC
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Series 63, Series 65, Series 66
Boone, NC
RCX Capital Group Advisors, LLC
Series 65
Boone, NC
Fortis Wealth Management
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