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RAPPAPORT REICHES CAPITAL MANAGEMENT,

SKOKIE, IL · CRD 137021 · IAPD ↗ · rrcapital.com · 847-832-0030

$1.13BRegulatory AUM
13Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2025 — RAPPAPORT REICHES CAPITAL MANAGEMENT, (SKOKIE, IL) left the SEC roster (was $1.13B RAUM, 13 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2025 — RAPPAPORT REICHES CAPITAL MANAGEMENT, notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — RAPPAPORT REICHES CAPITAL MANAGEMENT, crossed $1B in regulatory AUM ($928.3M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.