Rnc Capital Management LLC (Los Angeles)

Name: Rnc Capital Management LLC
Address: 11601 Wilshire Blvd., 25 Th Floor, Los Angeles, CA, 90025 1770
Telephone: 310-477-6543

Rnc Capital Management LLC is a large advisory firm based in Los Angeles. It manages $3.6 billion of regulatory assets for 3,735 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 44 other states.

Rnc Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and provide model portfolio recommendations to other investment advisers.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rnc Capital Management: assets under management

The assets under management (AUM) of Rnc Capital Management LLC is $3.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $964.55 thousand each.

Rnc Capital Management has custody of $181.81 million in cash and securities for 123 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in state and local bonds the most. They account for 39% of the total AUM. The second-largest asset type is exchange traded securities, which make up 33% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rnc Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Daniel John Genter serves?

The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Daniel John Genter is high net worth individuals with 1,172 clients and $2.26 billion of assets under management. Among the 5 most similar advisory firms, Rnc Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.53 billion for 3,708 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rnc Capital Management doesn't advise any private funds.

Careers at Rnc Capital Management LLC

The company employs 67 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. 25 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Daniel John Genter has been acting as President since 1 Apr 1992. John Barry joined the executive team most recently as the First Vice President Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jan Ferdinand Kallik	Sr. vice president/director of equity research	1 Apr 1986	Other	1379078
Daniel John Genter	President/ceo/cio	1 Apr 1992	Other	1330760
John Marshall	Sr. vice president/director of equity	1 Apr 1994	Other	2141045
John George Marshall	Sr. vice president/director of equity	1 Apr 1994	Other	2141045
Genter Capital Llc	Owner member	1 Mar 1998	75% - 100%	95-4670250
Manuel Aga Gutierrez	Sr. vice president/cfo/chief compliance officer	1 Apr 1998	Other	1379073
Stephan Mark Bradasich	Sr. vice president/director of fixed income	1 Apr 1998	Other	2369064
Stephan Bradasich	Sr. vice president/director of fixed income	1 Apr 1998	Other	2369064
Neal Samuel Salisian	Sr. vice president/director of marketing	1 Apr 1998	Other	1298678
Timothy Judson Demshki	First vice president/director of national accounts	1 Mar 2001	Other	2488842
Kenneth Matthew Certain	First vice president/director of development	1 Mar 2001	Other	1253545
Cheryl Donna Harrison	First vice president-operations	1 Apr 2001	Other	1719857
Timothy Judson Demshki	Sr. vice president/director of private client division	1 Mar 2003	Other	2488842
Kenneth Matthew Certain	Sr. vice president/director of institutional division	1 Mar 2004	Other	1253545
Kathy Sue Nelson	Vice president - operations	1 Oct 2004	Other	304468
John George Marshall	Sr. vice president/director of equity portfolio management	1 Jan 2005	Other	2141045
James Laurance Barber	Sr. vice president/director of equity	1 Jan 2005	Other	1532373
Kathy Sue Nelson	First vice president - operations	1 Apr 2007	Other	304468
Richard Michael Potocki	Sr. vice president/director of institutional division	1 Dec 2009	Other	717506
Jan Ferdinand Kallik	Sr. vice president/equity securities analyst	1 Jul 2011	Other	1379078
David William Pescherine	Senior vice president/director of equity research	1 Jul 2011	Other	3229632
Brian Lawrence Elliott	Senior vice president/director of institutional division	1 Jan 2012	Other	2226030
Alexander Joseph Hall	Sr. vice president/director of taxable fixed income	1 Apr 2016	Other	3050041
Brian John Pytlewski	Sr. vice president/director of municipal fixed income	1 Apr 2016	Other	2575061
John Barry	First vice president - operations	1 Jul 2017	Other	2263254

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Daniel John Genter	Member/manager	1 Mar 1998	75% - 100%	1330760

Based in Los Angeles

The principal office where Rnc Capital Management LLC performs its advisory services is located at 11601 Wilshire Blvd., 25 Th Floor, Los Angeles, CA 90025 1770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-477-6543 or by fax 310-479-2901. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at rncgenter.com.