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RBC Private Counsel (USA) Inc.

● SEC registered since 1998CRD 109648SEC# 801-55491Toronto, on
Export (members)
Reg. AUM
$6.83B
Employees
1,379
Accounts
8,556
Location
Toronto, on

RBC Private Counsel (USA) Inc. assets under management

RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser based in Toronto, on. The firm has been registered since 1998. It reports $6.8 billion in regulatory assets under management and employs 1,379 people.
View on SEC.gov ↗

RBC Private Counsel (USA) Inc. owners & executives

10 reported
NameTitleOwnershipSince
Annica Elisabeth Karlsson ControlChief Compliance OfficerUnder 5%2007
David John Agnew ControlDirector, Chair & Co-PresidentUnder 5%2004
Erica RussoAssistant Corporate SecretaryUnder 5%2025
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Frequently asked questions

How much does RBC Private Counsel (USA) Inc. manage?

RBC Private Counsel (USA) Inc. reports $6.8 billion in regulatory assets under management on its Form ADV.

How many employees does RBC Private Counsel (USA) Inc. have?

RBC Private Counsel (USA) Inc. reports 1,379 employees.

Where is RBC Private Counsel (USA) Inc. located?

RBC Private Counsel (USA) Inc. is based in Toronto, on and has been SEC-registered since 1998.

Does RBC Private Counsel (USA) Inc. disclose fund performance?

RBC Private Counsel (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 Wellington Street West, 17th Floor, Rbc Centre, Toronto, on M5V 3K7
Phone416-955-7782
Office hours8:30 a.m. - 5:00 p.m. Est
SEC regionHQ
CIK1332123
Discloses disciplinary historyYes

Assets under management

Discretionary$6.64B
Non-discretionary$187M
Total (RAUM)$6.83B