RPC Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$274,770,599
Clients
326
Advisors
1
of 1 employees
About
RPC Private Wealth provides ongoing discretionary portfolio management to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm delivers services through three distinct platforms — a more engaged Schwab-based platform, a limited-service American Funds F2 share class platform, and a platform for variable annuities and 529 plans — and does not offer standalone financial planning services.
Investment implementation is focused primarily on mutual funds, ETFs, and real-estate funds (including REITs), using fundamental analysis and client-specific investment policy statements; accounts are managed with discretionary authority and reviewed periodically. Clients are required to custody assets at specified providers and receive periodic account reporting, with the level of advisor engagement and trade activity varying materially across the platforms.
Compared with many peers, the firm manages an unusually large amount of assets and client relationships on a per-advisor basis, reflecting a platform-driven, scalable operating model that segments clients by service intensity. Other distinguishing practices include required use of specific custodians (with access to institutional services and potential soft-dollar benefits), a policy of generally not aggregating trades for multiple clients, and limited offering scope concentrated on portfolio management rather than comprehensive planning.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50% $0.00 - $24,999: 1.00% $25,000 - $49,999: 0.75% $50,000 - $99,999: 0.50% $100,000+: 0.25%
Account minimum: $200,000
Main office
120 E. Ogden Avenue, Suite 102
Hinsdale IL 60521
Advisors at this office
1
Most active in
Florida · Illinois · Indiana · Michigan · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)