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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2013
- Office Locations
- 1
Office Locations
About T.h. Rapko & Company, LLC
T.H. Rapko & Company, LLC is a veteran-owned Monterey, CA portfolio management firm serving individuals, families, and businesses nationwide. The firm builds and actively manages equity-focused portfolios, with significant use of ETFs and strategies such as covered-call writing, and supports IRA/retirement assets and legacy 401(k) rollovers alongside business, trust, and custodial accounts. Custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
THOMAS H RAPKO
Chief Compliance Officer, Managing Member
- CRD
- #4889203
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $3,700,000 | -- |
| Total | $33,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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