Rcs Financial Planning, LLC
● SEC registered since 2018CRD 291678SEC# 801-112282Annapolis, MD
Reg. AUM
$281M
Employees
2
Accounts
667
Location
Annapolis, MD
Rcs Financial Planning, LLC assets under management
Rcs Financial Planning, LLC operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2018. It reports $281 million in regulatory assets under management and employs 2 people.
Rcs Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda N Hopkins Clouser Control | Partner | 5-10% | 2020 |
| Thaddeus Norman Toal Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Rcs Financial Planning, LLC manage?
Rcs Financial Planning, LLC reports $281 million in regulatory assets under management on its Form ADV.
How many employees does Rcs Financial Planning, LLC have?
Rcs Financial Planning, LLC reports 2 employees.
Where is Rcs Financial Planning, LLC located?
Rcs Financial Planning, LLC is based in Annapolis, MD and has been SEC-registered since 2018.
Does Rcs Financial Planning, LLC disclose fund performance?
Rcs Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Admiral Cochrane Drive, Suite 200, Annapolis, MD 21401 |
| Phone | 410-224-0097 |
| Fax | N/A |
| Office hours | 9:00a.m. -5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1963347 |
| Discloses disciplinary history | No |
Regulatory AUM
$281M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$281Mregulatory AUM
Discretionary $281M