75
Rcplanners registers with the SEC
New SEC-registered adviser · CRD 298369 · 801-136953 · effective 2026-08-11
Effective 2026-08-11. 4 employees (4 advisory), $112M regulatory AUM across 426 accounts. Notice-filed in MD, MI, NJ, PA, VA, TX +1. Limited Liability Company (VA).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance