RPC Private Wealth provides portfolio management for individuals and small businesses and insurance.
RPC Private Wealth reports 331 clients. They include 255 individual clients, 71 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 99.1% ($284M across 1,221 accounts) are managed with discretion; $2.67M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 39% |
| High-net-worth individuals | 21% | 57% |
| Pension and profit-sharing plans | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 255 | $111M | 38.8% | $435K |
| High-net-worth individuals | 71 | $164M | 57.2% | $2.31M |
| Pension and profit-sharing plans | 5 | $11.5M | 4.0% | $2.3M |
| Total | 331 | $286M | 100% | $865K |
- Clients
- 255
- Regulatory AUM
- $111M
- AUM share
- 38.8%
- Avg. per client
- $435K
- Clients
- 71
- Regulatory AUM
- $164M
- AUM share
- 57.2%
- Avg. per client
- $2.31M
- Clients
- 5
- Regulatory AUM
- $11.5M
- AUM share
- 4.0%
- Avg. per client
- $2.3M
Total
- Clients
- 331
- Regulatory AUM
- $286M
- AUM share
- 100%
- Avg. per client
- $865K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
RPC Private Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Thomas Westrick owns 75% or more of RPC Private Wealth. The leadership team of RPC Private Wealth includes Chief Compliance Officer Thomas Westrick. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of RPC Private Wealth, LLC
Thomas Westrick
Control person · since September 2018
RPC Private Wealth’s regulatory assets grew 1.5× from $190M (May 2021) to $286M (March 2026); clients were 331 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $286M | 331 | 1 | 1 |
| Feb 2025February 2025 | $252M | 328 | 1 | 1 |
| Mar 2024March 2024 | $221M | 326 | 1 | 1 |
| Feb 2023February 2023 | $187M | 337 | 1 | 1 |
| May 2022May 2022 | $222M | 339 | 1 | 1 |
| May 2021May 2021 | $190M | 338 | 1 | 1 |
Besides its headquarters, RPC Private Wealth has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 120 E. Ogden Avenue, Suite 102, HinsdaleHQ
Contact and registration details
- Legal name
- RPC Private Wealth, LLC
- Headquarters
- 120 E. Ogden Avenue, Suite 102, Hinsdale, IL 60521
- Website
- Not reported
- Phone
- 630-887-8488
- SEC file
- 801-116685
- Founded
- 2018
- Structure
- Illinois LLC
- Fiscal year end
- December
RPC Private Wealth’s named custodians for separately managed accounts are Charles Schwab ($221M, 79%) and Capital Client Group ($60.2M, 21%). RPC Private Wealth has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $221M79%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $60.2M21%
At year end, RPC Private Wealth’s separately managed accounts were mostly in funds (73%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds73%
- Cash10%
How many clients does RPC Private Wealth have?
RPC Private Wealth has 331 clients and manages $286 million for them, as of March 2026. They include 255 individual clients, 71 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does RPC Private Wealth offer?
RPC Private Wealth provides portfolio management for individuals and small businesses and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does RPC Private Wealth use?
RPC Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $221M and Capital Client Group, Inc. (Los Angeles, CA), with $60.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does RPC Private Wealth have?
RPC Private Wealth has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RPC Private Wealth invest in?
At the end of its last fiscal year, RPC Private Wealth’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RPC Private Wealth?
RPC Private Wealth’s direct owner is Thomas Westrick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does RPC Private Wealth get paid?
RPC Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RPC Private Wealth?
RPC Private Wealth’s main office is at 120 E. Ogden Avenue, Suite 102, Hinsdale, IL 60521. Its phone number is 630-887-8488.