R
$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-25-2015
- Office Locations
- 1
Office Locations
-- Oldsmar FL
About RSA Capital
RSA Capital is a Oldsmar-based RIA. The firm has been operating for 11 years. Managing $13.1M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$596.5K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
YAN ZHANG
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #5498045
- Ownership
- 75% or more
Available
Available
Available
X
Xuelong ZHOU
Chief Investment Officer
- CRD
- #8278371
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,124,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,124,077 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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