RPC Private Wealth LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
RPC Private Wealth LLC
CRD #298527
SEC #801-116685
CIK #
AUM 286.3 M (2026-03-11)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone630-887-8488
Address120 E Ogden Avenue
Hinsdale, IL 60521
Source [IAPD]
Total AUM ($M)
3002401801206002010201520212027
Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure]
Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees (Schwab, Nationwide Variable Annuity and
Bright Directions 529 Plan Platforms)

        Total Assets Under Management             Annual Fees
        $0 - $500,000                             1.00%

        $500,001 - $1,000,000                     0.85%

        $1,000,001 - $2,000,000                   0.75%

        $2,000,001 – And Up                       0.50%

Portfolio Management Fees (American Funds F2 Share Class Platform)

       Total Assets Under Management         Annual Fees
       $0.00 - $24,999                       1.00%

       $25,000 - $49,999                     0.75%

       $50,000 - $99,999                     0.50%

       $100,000 – And Up                     0.25%

Generally, a lesser fee schedule will be applied to accounts receiving more limited
investment advisory services and supervision. Such accounts will generally be held in
variable annuity accounts at Nationwide Advisory Services, and/or in the F2 share class
record keeping platform at the American Funds mutual fund family. The scope and
description of the more limited investment advisory services and the specific fee
schedules applied will be negotiated with and agreed to by the client.

The advisory fee is calculated using the value of the assets in the Account on the last
business day of the prior billing period for Clients whose assets are custodied at Schwab,
Nationwide, and Bright Directions. For American Funds, the advisory fees are calculated
by American Funds using their daily average account value system. RPCPW generally
does not calculate the advisory fee for assets on the American Funds F2 share class
custodial platform.

These fees are generally not negotiable and the final fee schedule will be memorialized in
the client’s advisory agreement. Clients may terminate the agreement without penalty for
a full refund of RPCPW's fees within five business days of signing the Investment
Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
immediately upon written notice.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are generally withdrawn directly from the client's
accounts with client's written authorization on a quarterly basis. Fees are generally paid
in advance for accounts where Schwab, Nationwide, or Bright Directions are the
custodian. Accounts for which American Funds F2 platform is the custodian, advisory
fees are calculated by American Funds in arrears on a daily average asset basis and are
paid to RPCPW quarterly at the end of the months of February, May, August, and
November.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and

       distinct from the fees and expenses charged by RPCPW. Please see Item 12 of this brochure
       regarding broker-dealer/custodian.

       D. Prepayment of Fees

       RPCPW collects certain fees in advance and certain fees in arrears, as indicated above.
       Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis
       and returned within fourteen days to the client via check, or return deposit back into the
       client’s account.

       For all asset-based fees paid in advance, the fee refunded will be equal to the balance of
       the fees collected in advance minus the daily rate* times the number of days elapsed in
       the billing period up to and including the day of termination. (*The daily rate is calculated
       by dividing the annual asset-based fee rate by 365.)

       E. Outside Compensation For the Sale of Securities to Clients

           Neither RPCPW nor its supervised persons accept any compensation for the sale of
           securities or other investment products, including asset-based sales charges or service
           fees from the sale of mutual funds.
Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure]
Item 7: Types of Clients

RPCPW generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Pension and Profit Sharing Plans

Generally, RPCPW’s minimum account size is $200,000. Minimum account requirements may
be negotiable under certain circumstances. RPCPW may group certain related client accounts
for the purposes of achieving the minimum account size.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 255 111.0
(b) Individuals (high net worth individuals) 71 163.8
(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 5 11.5
(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 1,228 286.3
By Discretionary
Discretionary 1,221 283.6
Non-Discretionary 7 2.7
Total 1,228 286.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 286.3
Total 1,228 286.3
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Comparable Firms State AUM
Valtrion Capital Management LLC
TN 287.3 M
JF Williams Co Inc
CO 286.5 M
Shaker Financial Services LLC
MD 286.3 M
Schulhoff & Co Inc
OH 286.3 M
Financial Forum Inc
WA 285.8 M
New England Research & Management Inc
IL 285.2 M
Ayrshire Capital Management LLC
CT 285.1 M
Pandora Wealth Inc
IL 285.0 M
Physician Family Financial Advisors Inc
OR 284.9 M
Kane Company Wealth Management Inc
IA 284.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com