R
$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-20-2023
- Office Locations
- 1
Office Locations
3989 E. Arapahoe Rd. Suite 210 Centennial CO
About RCS Wealth Management
RCS Wealth Management is a Centennial-based RIA. The firm has been operating for 2 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
60 AVG AGE
$22.7M AVG AUM / ADVISOR
$355.3K AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT CLARK SMITH
Chief Compliance Officer, Owner
- CRD
- #1578452
- 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 | $22,740,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,740,163 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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