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RCPLANNERS

· CRD 298369 · IAPD ↗ · rcplanners.com · 804-372-7337

$112.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — RCPLANNERS (location n/a) is newly SEC-registered with $112.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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