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RISE NORTH CAPITAL INVESTMENT ADVISORS

RNC RIA LLC

CRD 336740 · SEC 801-134746

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25 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA, 02184, United States

Phone

(781) 519-6969

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$50.6M

Discretionary AUM

$50.6M

Team

14 total employees; 14 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals389$37.7M
High net worth individuals17$9.5M

States served

AZ, CA, CO, GA, IL, KS, ME, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD