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| RBC Private Counsel USA Inc
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| |
|---|---|
| CRD # | 109648 |
| SEC # | 801-55491 |
| CIK # | 0001332123 |
| AUM | $5.0 BB (2024-02-20) |
| Employees | 1,326 (100% Investors, 93% Brokers) |
| Phone | 416-955-7782 |
| Address | 155 Wellington Street West, 17th Floor Toronto on, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 16.6 | |
| AAPL | 2,382.8 | 13.5 | |
| NVDA | 399.6 | 11.7 | |
| AMZN | 1,093.0 | 9.8 | |
| TD | 118.7 | 8.2 | |
| RY | 136.4 | 8.1 | |
| GOOGL | 1,475.1 | 5.9 | |
| BMO | 62.8 | 5.1 | |
| JPM | 340.2 | 5.0 | |
| BNS | 71.2 | 5.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,969 | 1.3 |
| (b) Individuals (high net worth individuals) | 796 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 180 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 7,598 | 5.0 |
| By Discretionary | ||
| Discretionary | 7,575 | 4.8 |
| Non-Discretionary | 23 | 0.2 |
| Total | 7,598 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 4.7 | |
| Total | 7,598 | 5.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001332123] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greycourt & Co Inc
✚
|
PA | 5.1 |
|
Ritholtz Wealth Management
✚
|
NY | 5.0 |
|
Exencial Wealth Advisors LLC
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|
OK | 5.0 |
|
Douglass Winthrop Advisors LLC
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|
NY | 5.0 |
|
Nuance Investments LLC
✚
|
MO | 5.0 |
|
Community Capital Management LLC
✚
|
FL | 5.0 |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 5.0 |
|
Truepoint Inc
✚
|
OH | 4.9 |
|
Foyston Gordon & Payne Inc
✚
|
4.9 | |
|
Miracle Mile Advisors LLC
✚
|
CA | 4.9 |