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Rcs Financial Planning, LLC

● SEC registered since 2018CRD 291678SEC# 801-112282Annapolis, MD
Export (members)
Reg. AUM
$241.3M
Employees
3
Accounts
675
Location
Annapolis, MD

Rcs Financial Planning, LLC assets under management

Rcs Financial Planning, LLC operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2018. It reports $241.3 million in regulatory assets under management and employs 3 people.
www.rcsplanning.comView on SEC.gov ↗

Rcs Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amanda N Hopkins Clouser ControlPartner5-10%2020
Thaddeus Norman Toal ControlManaging Member & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Rcs Financial Planning, LLC manage?

Rcs Financial Planning, LLC reports $241.3 million in regulatory assets under management on its Form ADV.

How many employees does Rcs Financial Planning, LLC have?

Rcs Financial Planning, LLC reports 3 employees.

Where is Rcs Financial Planning, LLC located?

Rcs Financial Planning, LLC is based in Annapolis, MD and has been SEC-registered since 2018.

Does Rcs Financial Planning, LLC disclose fund performance?

Rcs Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address130 Admiral Cochrane Drive, Suite 200, Annapolis, MD 21401
Phone410-224-0097
FaxN/A
Office hours9:00a.m. -5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1963347
Discloses disciplinary historyNo

Assets under management

Discretionary$241.3M
Non-discretionary$0
Total (RAUM)$241.3M