$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-20-1992
- Office Locations
- 1
Office Locations
-- Merrillville IN
About RCS Financial Advisors, LTD
RCS Advisors is an Indiana-based advisory firm providing M&A support, business valuations, tax and strategic planning, and litigation support for individuals and companies across industries. The practice also offers investment planning, with portfolios primarily using public funds and ETFs, custodied at Charles Schwab. Serves both retail and institutional relationships.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$332.7K AVG AUM / CLIENT
27.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Services
Available
Owner & Executives
K
KALLY J TSANGARIS
President
- CRD
- #1705301
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,316,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,316,439 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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