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RTC PARTNERS

MIAMI, FL · CRD 307065 · IAPD ↗ · 305-527-9320

$362.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — RTC PARTNERS reported RAUM up 56% ($231.9M -> $362.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — RTC PARTNERS reported RAUM down 69% ($665.6M -> $209.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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