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RISE NORTH CAPITAL INVESTMENT ADVISORS
Legal name: RNC RIA LLC
CRD 336740File 801-134746
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$50.6M
Bottom 25% of cohort (national)
Discretionary AUM
$50.6M
Clients
406
408 accounts
Employees
14
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 8, 2025
- Principal office
- 25 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA, 02184
- Phone
- (781) 519-6969
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.6M
- Discretionary AUM
- $50.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 408
- Non-discretionary accounts
- 0
- Total accounts
- 408
- AUM per client
- $125K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $9.5M |
| Individuals (other than high net worth individuals) | 389 | $37.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 408 | 406 |
| Aug 17, 2026 | Employees | 15 | 14 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.