R L Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R L Capital, LLC serves individuals, joint accounts, trusts, retirement accounts, and some corporate clients, managing portfolios on a discretionary basis and generally requiring a combined minimum of $150,000 to accept new client relationships. The firm manages roughly $12.3 million for about 14 clients and, in addition to investment advisory services, provides income tax return preparation and tax consulting for individuals, partnerships, corporations, and trusts.
The firm’s investment approach emphasizes value-oriented securities—primarily individual stocks and exchange-traded funds—with a long-term, dividend-aware buy-and-hold orientation informed mainly by fundamental analysis, supplemented at times by charting, technical inputs, options, or short-term trades. Clients complete two risk-tolerance questionnaires that are periodically updated and discussed, and custody and execution are provided through Charles Schwab Advisor Services.
A noteworthy feature is that the advisory business also operates as a certified public accounting practice offering income tax preparation under the same firm name (services added in January 2024), an arrangement that is uncommon among independent registered investment advisers. The firm’s manager holds CPA and CFP® designations and provides quarterly portfolio reporting combined with weekly transaction monitoring, reflecting hands-on oversight in a small-practice setting.
Client services
Expertise
Fee options
$0 - $500,000: 0.80% per annum (maximum of $938 per quarter) $500,000 - $1,000,000: 0.75% per annum (maximum of $1,750 per quarter) $1,000,000+: 0.70% per annum
Income tax preparation services charged on an hourly basis; fees vary based on time spent and perceived value
Account minimum: $150,000
Main office
7199 West 98th Terrace, Suite 140
Overland Park KS 66212
Advisors at this office
1
Most active in
Kansas · Missouri
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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