$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 10-11-2004
- Office Locations
- 1
Office Locations
7199 West 98th Terrace Suite 140 Overland Park KS
About R L Capital, LLC
R L Capital, LLC is an Overland Park, KS RIA led by Randy L. Freed, CPA, CFP®. The firm builds diversified portfolios using value-oriented individual stocks and index-based ETFs with a “margin of safety” approach. Serves long-term investors focused on retirement/education planning, capital preservation, and current income. Also operates as a CPA firm (since 2024) and custodies at Schwab.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$881.0K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Momentum
Investment Themes
Timber
Investment Vehicles
Harbor Frontier zenith
Services
Insight
Technology
Ridge quantum
Owner & Executives
R
RANDY LAWRENCE FREED
Director, Manager
- CRD
- #4610314
- Ownership
- 75% or more
(547) 568-2878
oak.ember@frontiercapital.com
in linkedin.com/in/pioneer-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,334,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,334,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,334,000
Cash:
14.5% Equity - OTC:
23.1% Equity - Exchange:
15.8% Corporate - Investment Grade:
28.2% Municipal Bonds:
9.3% Corporate - Non-Investment Grade:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,156,750,225 | 14.5% |
| Equity - OTC | $1,842,822,772 | 23.1% |
| Equity - Exchange | $1,260,458,865 | 15.8% |
| Corporate - Investment Grade | $2,249,679,747 | 28.2% |
| Municipal Bonds | $741,915,661 | 9.3% |
| Corporate - Non-Investment Grade | $725,960,486 | 9.1% |
| Total | $7,977,587,756 | 100.0% |