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| Happy Holidays!! thanks for using AUM13F!! |
| RNC Capital Management LLC
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| CRD # | 108618 |
| SEC # | 801-55484 |
| CIK # | 0000051762 |
| AUM | $4.5 B (2025-03-28) |
| Employees | 64 (20% Investors, 16% Brokers) |
| Phone | 310-477-6543 |
| Address | 11601 Wilshire Blvd, 25th Floor Los Angeles, CA 90025-1770 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000051762 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| J P Morgan Chase & Co | 0.1 | |
| Cisco Systems Inc | 0.1 | |
| Northern Trust Corp | 0.1 | |
| M&T Bank Corp | 0.1 | |
| Enbridge Inc | 0.1 | |
| Microchip Technology Inc | 0.1 | |
| AT&T Inc | 0.1 | |
| Altria Group Inc | 0.1 | |
| BlackRock Inc | 0.1 | |
| Emerson Electric Co | 0.1 | |
| Capital One Financial Corp | 0.1 | |
| Chevron Corp | 0.1 | |
| CVS Caremark Corp | 0.1 | |
| Air Products & Chemicals Inc /DE/ | 0.1 | |
| Gilead Sciences Inc | 0.1 | |
| Evergy Inc | 0.0 | |
| AbbVie Inc | 0.0 | |
| United Parcel Service Inc | 0.0 | |
| Sempra Energy | 0.0 | |
| PepsiCo Inc | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Home Depot Inc | 0.0 | |
| Lockheed Martin Corp | 0.0 | |
| Corning Inc /NY | 0.0 | |
| Comcast Corp | 0.0 | |
| Broadcom Inc | 0.0 | |
| Phillips 66 | 0.0 | |
| Kenvue Inc | 0.0 | |
| Medtronic Holdings Ltd | 0.0 | |
| CRH Public Ltd Co | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,950 | 1.4 |
| (b) Individuals (high net worth individuals) | 906 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 0.1 |
| (h) Charitable organizations | 3 | 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 | 125 | 0.4 |
| (n) Other | 21 | 0.1 |
| Total | 4,072 | 4.5 |
| By Discretionary | ||
| Discretionary | 4,072 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,072 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 4,072 | 4.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000051762] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
RNC Capital Management LLC
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|
CA | 4.5 |
|
Genter Advisors LLC
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|
CA | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northeast Financial Consultants LLC
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|
CT | 4.6 |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4.6 |
|
BC Advisors LLC
✚
|
NJ | 4.6 |
|
TCI Wealth Advisors Inc
✚
|
AZ | 4.5 |
|
Clearwater Advisors LLC
✚
|
ID | 4.5 |
|
Waldron Private Wealth LLC
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|
PA | 4.5 |
|
Private Management Group Inc
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|
CA | 4.5 |
|
Advance Capital Management Inc
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|
MI | 4.5 |
|
Slavic Mutual Funds Management Corp
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|
FL | 4.5 |
|
Chicago Capital LLC
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|
IL | 4.5 |