|
⚲
|
| Keyboard |
| RCS Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 291678 |
| SEC # | 801-112282 |
| CIK # | 0001963347 |
| AUM | 281.0 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-224-0097 |
| Address | 130 Admiral Cochrane Drive Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| CrowdStrike Holdings Inc | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 36.6 |
| (b) Individuals (high net worth individuals) | 107 | 234.6 |
| (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 | 2 | 9.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 281.0 |
| By Discretionary | ||
| Discretionary | 667 | 281.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 667 | 281.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.0 | |
| Total | 667 | 281.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963347] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Copperleaf Capital LLC
✚
|
SC | 281.6 M |
|
Palm Valley Capital Management LLC
✚
|
FL | 281.6 M |
|
Trinity Wealth Advisors LLC
✚
|
MO | 281.5 M |
|
Successful Portfolios LLC
✚
|
FL | 281.5 M |
|
Smith Asset Management Co LLC
✚
|
FL | 281.2 M |
|
Riverbend Wealth Management LLC
✚
|
SC | 281.0 M |
|
WMS Advisors LLC
✚
|
NC | 280.9 M |
|
Seven Hills Financial LLC
✚
|
FL | 280.9 M |
|
Worth Financial Advisory Group LLC
✚
|
NC | 280.7 M |
|
DBS Investment Advisers LLC
✚
|
MI | 280.2 M |