RCPLANNERS

RCPLANNERS is an SEC-registered investment adviser (CRD 298369). Regulatory assets under management: $112.1M.

Registration

• CRD: 298369
• SEC file number: 801-136953
• Type: Registered investment adviser
• Phone: 804-372-7337
• Latest filing: 2026-08-03
• Regulatory AUM: $112.1M
• Discretionary AUM: $112.1M
• Clients: 4
• Accounts: 426

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search