CRD: 109648
RBC Private Counsel (USA) Inc.
Toronto, ON, M5V 3
(416) 955-7782
$7.9B Total AUM
$7.7B Disc. AUM
-- 3Y CAGR
1,455 Employees
5,967 ADV. Clients
28 yrs Firm Age
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- Custodian
- RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-1998
- Office Locations
- 147
Office Locations
#101 - 5050 Uplands Drive Nanaimo, British Columbia --
#1100, 333 - 7 Avenue SW Calgary, Alberta --
1 Place Ville Marie Suite 500 Montreal, Quebec --
About RBC Private Counsel (USA) Inc.
RBC Private Counsel (USA) Inc. is a Toronto, ON-based RIA with 147 offices. The firm has been operating for 28 years. Managing $7.9B in total assets under management, with 1,455 advisory representatives. They custody assets with RBC and Royal Bank.
Team overview
55 AVG AGE
$5.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1,455 Employees
1,455 Advisory Reps
292 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID JOHN AGNEW
Co-President, DIRECTOR, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
M
Martin-pierre Boulianne
Corporate Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 8 owners & executives
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E
Elie-Chakib Abou-Chacra Mr.
--
- CRD
- #7862646
Available
Available
Available
R
Richard Adam
Portfolio Manager
- CRD
- #7497097
Available
Available
Available
Showing 2 of 308 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,670,366,932 | $823,531 |
| Non-Discretionary | $217,267,838 | $7,008,640 |
| Total | $7,887,634,770 | $844,049 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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