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RPC Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$274,770,599
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
326
22% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
326
Very HighAverage account size
$842,855
About
RPC Private Wealth provides ongoing discretionary portfolio management to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm delivers services through three distinct platforms — a more engaged Schwab-based platform, a limited-service American Funds F2 share class platform, and a platform for variable annuities and 529 plans — and does not offer standalone financial planning services.
Investment implementation is focused primarily on mutual funds, ETFs, and real-estate funds (including REITs), using fundamental analysis and client-specific investment policy statements; accounts are managed with discretionary authority and reviewed periodically. Clients are required to custody assets at specified providers and receive periodic account reporting, with the level of advisor engagement and trade activity varying materially across the platforms.
Compared with many peers, the firm manages an unusually large amount of assets and client relationships on a per-advisor basis, reflecting a platform-driven, scalable operating model that segments clients by service intensity. Other distinguishing practices include required use of specific custodians (with access to institutional services and potential soft-dollar benefits), a policy of generally not aggregating trades for multiple clients, and limited offering scope concentrated on portfolio management rather than comprehensive planning.
Client services
Portfolio management
Expertise
Passive / index investing
Real estate investing
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50% $0.00 - $24,999: 1.00% $25,000 - $49,999: 0.75% $50,000 - $99,999: 0.50% $100,000+: 0.25%
Account minimum: $200,000
Main office location
RPC Private Wealth, LLC
120 E. Ogden Avenue, Suite 102
Hinsdale IL 60521, United States
Number of offices
1
Most active in
RPC Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · Indiana · Michigan · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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