R
CRD: 116857
R.m. Duncan Capital Management Corporation
Little Rock, AR, 72205
5012800200
$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Hilltop Securities ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1995
- Office Locations
- 2
Office Locations
10201 W. Markham ST, STE 219 Little Rock AR
-- Tujunga CA
About R.m. Duncan Capital Management Corporation
R.m. Duncan Capital Management Corporation is a Little Rock-based RIA with 2 offices. The firm has been operating for 30 years. Managing $13.3M in total assets under management, with 2 advisory representatives. They custody assets with Hilltop Securities and Jackson National Life. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$887.7K AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Insight vital Atlas optima Atlas
Investment Vehicles
Catalyst value
Platform
Oak
Services
Ember focus
Owner & Executives
RANDALL MAX DUNCAN
President
- CRD
- #873519
- Ownership
- 75% or more
(786) 401-4731
bridge.summit@meridiancapital.com
in linkedin.com/in/insight-ridge
J
JOSE ROMEO PORTILLO
Finop
- CRD
- #2248799
- Ownership
- Less than 5%
(372) 324-5279
radial.wave@foundationcapital.com
in linkedin.com/in/atlas-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,315,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,315,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,315,010
Equity - Exchange:
17.5% U.S. Government/Agency:
32.2% Municipal Bonds:
12.1% Cash:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,058,435,064 | 17.5% |
| U.S. Government/Agency | $1,947,520,517 | 32.2% |
| Municipal Bonds | $731,832,244 | 12.1% |
| Cash | $2,310,412,538 | 38.2% |
| Total | $6,048,200,363 | 100.0% |