RNC RIA LLC

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Assets, Funds, Holdings

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RNC RIA LLC
CRD #336740
SEC #801-134746
CIK #
AUM 50.6 M (2026-06-25)
Employees 15 (80% Investors, 0% Brokers)
Fees
Minimum
Phone781-519-6969
Address25 Braintree Hill Office Park
Braintree, MA 02184
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
604836241202010201520212027
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
ServesInstitutional, Retail, Research
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