Rpcm, LLC (Cincinnati)

Rpcm, LLC is a large advisory firm based in Cincinnati. It manages $1.38 billion of regulatory assets for 1,418 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Georgia, and 10 other states.

Rpcm provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rpcm: assets under management

The assets under management (AUM) of Rpcm, LLC is $1.38 billion. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.37 billion in discretionary accounts and $7.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $969.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.51 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rpcm, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rpcm, LLC

Rpcm, LLC is owned by Ryan Lynn Brown. Inc. Riverpoint Capital Management joined the executive team most recently as the Owner/Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kristine Marie Wickemeier	Chief compliance officer	1 Jan 2010	Other	2170622
Inc. Riverpoint Capital Management	Owner/managing member	1 Oct 2012	75% - 100%	109068
Cheryl Renee Vohland	Chief compliance officer	1 Oct 2012	Other	4906804
Valerie Lucille Newell	Managing director	1 Oct 2012	Other	2229453
Llc Mariner Wealth Advisors	Owner	1 Oct 2012	50% - 75%	140195
Ryan Lynn Brown	Owner/managing director	1 Oct 2012	Other	3214121
Anthony Roberts	Owner/managing director	1 Oct 2012	Other	5652644
Pamela Fettig Schmitt	Owner/managing director	1 Oct 2012	Other	5688210
Leon Henry Loewenstine	Managing director	1 Oct 2012	Other	1839960

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Valerie Lucille Newell	Managing director	1 Jul 2002	25% - 50%	2229453
Leon Henry Loewenstine	Managing director	1 Jul 2002	25% - 50%	1839960
Llc Mariner Holdings	Managing member	1 Sep 2008	75% - 100%	26-2766689
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	Other	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Cincinnati

The principal office where Rpcm, LLC performs its advisory services is located at 312 Walnut Street, Cincinnati, OH 45202 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-421-3100 or by fax 513-421-5948. The normal business hours are 8:30am - 5:00pm on Monday - Friday.