|
⚲
|
| RNC RIA LLC
✚
|
|
|---|---|
| CRD # | 336740 |
| SEC # | 801-134746 |
| CIK # | |
| AUM | $50.6 M (2026-06-25) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 781-519-6969 |
| Address | 25 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 37.7 |
| (b) Individuals (high net worth individuals) | 17 | 9.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 3.4 |
| Total | 408 | 50.6 |
| By Discretionary | ||
| Discretionary | 408 | 50.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 408 | 50.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.6 | |
| Total | 408 | 50.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Collective Wealth Partners LLC
✚
|
GA | 0.1 |
|
Quantel Asset Management LLC
✚
|
NY | 0.1 |
|
Capital Insights Group of WNY LLC
✚
|
NY | 0.1 |
|
Moment Advisors LLC
✚
|
NY | 0.1 |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 0.1 |
|
Alooola LLC
✚
|
NJ | 0.1 |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 |