RNC RIA LLC
DBA: RISE NORTH CAPITAL INVESTMENT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $50.6M |
| Discretionary | $50.6M100% of AUM |
| Client Accounts | 408 |
| Avg Account Size | $124K |
| Employees | 15 |
| Peak AUM | $50.6MApr 2026 |
AUM by Client Type
Total AUM
$51M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $51M | — | — | — | |
| Discretionary AUM | $51M | — | |||
Key Metrics
| Total AUM | $50.6M |
| Discretionary | $50.6M |
| Employees | 15 |
| Client Accounts | 408 |
| Client Range | 0 |
Contact & Location
Address
25 BRAINTREE HILL OFFICE PARK
BRAINTREE MA 02184
Phone
(781) 519-6969
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$51M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant