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| Happy Holidays!! thanks for using AUM13F!! |
| RBC Private Counsel USA Inc
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| CRD # | 109648 |
| SEC # | 801-55491 |
| CIK # | 0001332123 |
| AUM | $6.8 B (2025-01-24) |
| Employees | 1,379 (100% Investors, 93% Brokers) |
| Phone | 416-955-7782 |
| Address | 155 Wellington Street West, 17th Floor Toronto on, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 19.5 | ||
| Nvidia Corp | 16.5 | ||
| Amazon Com Inc | 12.6 | ||
| Apple Inc | 12.6 | ||
| Toronto Dominion Bank | 10.9 | ||
| Royal Bank of Canada | 9.7 | ||
| Bank of Montreal /Can/ | 7.9 | ||
| Bank of Nova Scotia | 7.0 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Transcanada Corp | 6.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,243 | 1.4 |
| (b) Individuals (high net worth individuals) | 1,043 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 196 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 8,556 | 6.8 |
| By Discretionary | ||
| Discretionary | 8,524 | 6.6 |
| Non-Discretionary | 32 | 0.2 |
| Total | 8,556 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 5.9 | |
| Total | 8,556 | 6.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001332123] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avantax Planning Partners Inc
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|
IA | 6.9 |
|
Hood River Capital Management LLC
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|
FL | 6.9 |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
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|
6.8 | |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.8 |
|
Kornitzer Capital Management Inc
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|
KS | 6.8 |
|
Mutual Advisors LLC
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|
NE | 6.8 |
|
Kingsview Wealth Management LLC
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|
OR | 6.7 |
|
John W Bristol & Co Inc
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|
NY | 6.7 |
|
Composition Wealth LLC
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|
CA | 6.7 |