Rnc Ria Llc
- Regulatory AUM
- $50.6M
- Discretionary
- $50.6M
- Clients
- 408
- Avg AUM / client
- $124K
- Accounts
- 408
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 389 | $37.7M | 74.6% |
| High net worth individuals | 17 | $9.5M | 18.7% |
| Other | 2 | $3.4M | 6.7% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Shea Bayron | Registered representative | Dec 2025 (1y) | ||
| Christian Robert Roy | Registered representative | Dec 2025 (1y) | ||
| Jacob Aaron Graff | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) | |
| Jacob Ciechon | Registered representative | Dec 2025 (1y) | ||
| James R Driscoll | Registered representative | Dec 2025 (1y) | ||
| Joanna Esther Martinez | Registered representative | Dec 2025 (1y) | ||
| Robert James Marchewka | Registered representative | Dec 2025 (1y) | ||
| Ryan Robert Pitard | Registered representative | Dec 2025 (1y) | ||
| Derek Stephen Sage | Registered representative | May 2026 (0y) | ||
| Kyle Francis La Sella | Registered representative | May 2026 (0y) | ||
| Lauren Michele Fakonas | Registered representative | CFP Chartered Financial Consultant | Jul 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $49.6M (98% of AUM) Jul 2026
- Fidelity $991K (2% of AUM) Jul 2026
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: Aug 14, 2026.
View current Form ADV (SEC/IAPD) ↗