RPS Advisory Solutions LLC

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RPS Advisory Solutions LLC
CRD #311575
SEC #801-119926
CIK #0002031671
AUM 467.0 M (2026-03-24)
Employees 17 (47% Investors, 41% Brokers)
Phone502-499-5668
Address3432 Stony Spring Circle
Louisville, KY 40220
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
50040030020010002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 29.2
Nvidia Corp 6.5
Sprott Physical Gold Trust 2.4
Alphabet Inc 1.7
Microsoft Corp 1.7
Amazon Com Inc 1.5
Alphabet Inc 1.2
Lilly Eli & Co 0.9
GE Vernova Inc 0.9
 
 
Holdings by Sector ($M)
2502001501005002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,136 303.2
(b) Individuals (high net worth individuals) 74 162.7
(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 2 1.1
(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 2,812 467.0
By Discretionary
Discretionary 2,812 467.0
Non-Discretionary 0 0.0
Total 2,812 467.0
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 466.8
Total 2,812 467.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002031671]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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Mark Sheptoff Financial Planning LLC
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Baldwin & Clarke Advisory Services LLC
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