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RPC PRIVATE WEALTH, LLC

CRD 298527File 801-116685
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$286.3M
Below cohort median (national)
Discretionary AUM
$283.6M
Non-discretionary $2.7M
Clients
331
1,228 accounts
Employees
1
Below cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 24, 2019
Principal office
120 E. OGDEN AVENUE, SUITE 102, HINSDALE, IL, 60521
Phone
630-887-8488
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$286.3M
Discretionary AUM
$283.6M
Non-discretionary AUM
$2.7M
Discretionary accounts
1,221
Non-discretionary accounts
7
Total accounts
1,228
AUM per client
$865K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals71$163.8M
Pension and profit sharing plans5$11.5M
Individuals (other than high net worth individuals)255$111.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients328331increased by3
Apr 1, 2026AUM$252,421,380$286,257,766increased by$33,836,386
Apr 1, 2026Accounts1,1161,228increased by112
May 1, 2025
vs Oct 1, 2022
Clients339328decreased by11
May 1, 2025
vs Oct 1, 2022
AUM$222,386,920$252,421,380increased by$30,034,460
May 1, 2025
vs Oct 1, 2022
Accounts1,0321,116increased by84
Mar 1, 2022Clients338339increased by1
Mar 1, 2022AUM$190,169,858$222,386,920increased by$32,217,062
Mar 1, 2022Accounts9411,032increased by91
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RPC PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RPC PRIVATE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.