Investment adviser · CRD 336740
RISE NORTH CAPITAL INVESTMENT ADVISORS
Investment adviser filing (IA)
RNC RIA LLC
BRAINTREE, MA, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $50.6M Form ADV · Item 5.F
- Client accounts
- 408 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 389 | $37,705,452 | 74.6% |
| High-net-worth individuals | 17 | $9,462,923 | 18.7% |
| Other clients | 2 | $3,387,937 | 6.7% |
Filing source
Form ADV 2125232 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
25 BRAINTREE HILL OFFICE PARKBRAINTREE, MA, 02184, United States
CRD 336740
Filing source
Form ADV 2125232 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.