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| RNC Capital Management LLC
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| CRD # | 108618 |
| SEC # | 801-55484 |
| CIK # | 0000051762 |
| AUM | 5,098.1 M (2026-04-01) |
| Employees | 63 (21% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-477-6543 |
| Address | 11601 Wilshire Blvd, 25th Floor Los Angeles, CA 90025-1770 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Northern Trust Corp | 0.1 | ||
| M&T Bank Corp | 0.1 | ||
| Capital One Financial Corp | 0.1 | ||
| Enbridge Inc | 0.1 | ||
| CVS Caremark Corp | 0.1 | ||
| BlackRock Inc | 0.1 | ||
| Emerson Electric Co | 0.1 | ||
| Altria Group Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,132 | 1.4 |
| (b) Individuals (high net worth individuals) | 937 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 0.1 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 2 | 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 | 127 | 0.4 |
| (n) Other | 19 | 0.1 |
| Total | 4,294 | 5.1 |
| By Discretionary | ||
| Discretionary | 4,294 | 5.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,294 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 4,294 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000051762] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Clients | 30,744 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
RNC Capital Management LLC
✚
|
CA | 5,098.1 M |
|
Genter Advisors LLC
✚
|
CA | 182.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Advisors LLC
✚
|
PA | 5,168.7 M |
|
Jefferies Investment Advisers LLC
✚
|
NY | 5,154.6 M |
|
Tectonic Advisors LLC
✚
|
TX | 5,141.6 M |
|
Moran Wealth Management LLC
✚
|
FL | 5,095.8 M |
|
Advisor OS LLC
✚
|
IL | 5,093.2 M |
|
New England Private Wealth Advisors LLC
✚
|
MA | 5,088.2 M |
|
First Foundation Advisors
✚
|
CA | 5,063.7 M |
|
Oberweis Asset Management Inc
✚
|
IL | 5,061.0 M |
|
Wellspring Financial Advisors LLC
✚
|
OH | 5,055.0 M |
|
Daymark Wealth Partners LLC
✚
|
OH | 5,042.0 M |