$97.6M Total AUM
$96.6M Disc. AUM
-- 3Y CAGR
3 Employees
260 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2007
- Office Locations
- 1
Office Locations
240 N. White Horse Pike Hammonton NJ
About RCM Capital Management, L.l.c.
RCM Capital Management is a NJ-based, family-focused RIA providing financial planning, investment management, asset allocation, and estate planning. The team builds customized strategies to help clients preserve, enjoy, and transfer wealth while keeping portfolios on track through market volatility. Values-driven practice emphasizing integrity and faith; custody/clearing via Fidelity/NFS.
Team overview
54 AVG AGE
$97.6M AVG AUM / ADVISOR
$375.2K AVG AUM / CLIENT
18.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Owner & Executives
R
RICHARD CHRISTOPHER MALESICH
Associate, Chief Compliance Officer, Managing Member, Owner
- CRD
- #2944797
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,589,833 | -- |
| Non-Discretionary | $962,526 | -- |
| Total | $97,552,359 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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