A complete list of active advisors currently associated with R L Capital, LLC

Warmer can help you find a great advisor at R L Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at R L Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.