AUMdb
RC

Rcm Capital Management, L.L.C.

State-registered Wealth Manager · Boutique (under $100M) CRD 144939 · Hammonton, NJ
☆ Save with Pro ADV data as of May 19, 2026
Regulatory AUM
$97.6M
Discretionary
$96.6M
Clients
248
Avg AUM / client
$393K
Accounts
524
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 220 $46.4M 47.6%
High net worth individuals 28 $51.1M 52.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Richard Christopher Malesich Registered representative Oct 2007 (19y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/19/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Other fees
  • RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.

View current Form ADV (SEC/IAPD) ↗