Overview
Assets Under Management: $1.9 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 293
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,129
Discretionary Accounts: 3,020
Non-Discretionary Accounts: 109
Regulatory Filings
CRD Number: 114885
Filing ID: 1978743
Last Filing Date: 2025-04-11 09:15:00
Website: https://rkcapital.com