Hedge Fund Database

RCS FINANCIAL PLANNING, LLC

Adviser information for RCS FINANCIAL PLANNING, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 666 $198.8M
Non-Discretionary 0 $0
Total 666 $198.8M

Clients

Type Number RAUM
Individuals 144 $45.7M
HNW Individuals 71 $153.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112282
SEC ERA File Number 801-112282
SEC CIK Numbers 1963347
SEC CRD Numbers 291678
Legal Entity Identifier None

Principal Office

130 ADMIRAL COCHRANE DRIVE
SUITE 200
ANNAPOLIS
MD
United States
Monday - Friday, 9:00AM -5:00PM
Tel: 410-224-0097, Fax: N/A

Websites

www.rcsplanning.com www.facebook.com/rcsplanning/ www.linkedin.com/company/rcs-financial-planning/ www.facebook.com/amandaclouserplanningandinvestments www.facebook.com/themarylandplanner

Chief Compliance Officer

THADDEUS NORMAN TOAL JR
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
130 ADMIRAL COCHRANE DRIVE
SUITE 200
ANNAPOLIS
MD
United States
Tel: (410) 224-0097
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TOAL, THADDEUS, NORMAN Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/2017 > 75%
Hopkins Clouser, Amanda, N Individual – PARTNER 01/2020 5-10%

No. Employees, Historic

10502020202120222023202420252 on 2/7/20203 on 2/10/20203 on 6/1/20203 on 8/3/20204 on 1/18/20213 on 1/29/20213 on 2/2/20213 on 2/23/20214 on 3/25/20224 on 5/9/20224 on 5/23/20224 on 3/14/20233 on 3/15/2024

RAUM, Historic

200M100M0202020212022202320242025118419254 on 2/7/2020118419254 on 2/10/2020118419254 on 6/1/2020118419254 on 8/3/2020118419254 on 1/18/2021118419254 on 1/29/2021135302683 on 2/2/2021135302683 on 2/23/2021184672011 on 3/25/2022184672011 on 5/9/2022184672011 on 5/23/2022161849096 on 3/14/2023198776808 on 3/15/2024

No. Clients, Historic

3001500202020212022202320242025127 on 2/7/2020127 on 2/10/2020127 on 6/1/2020127 on 8/3/2020127 on 1/18/2021127 on 1/29/2021150 on 2/2/2021150 on 2/23/2021183 on 3/25/2022183 on 5/9/2022183 on 5/23/2022249 on 3/14/2023215 on 3/15/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR US SML CP VALU 459K 5K –
APPLE INC COM 3M 15K –
BLACKROCK ETF TRUST US CARBON TRANS 330K 6K –
BLACKROCK ETF TRUST US EQT FACTOR 2M 52K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 432K 8K –
CSX CORP COM 441K 13K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 26M 616K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 3M 100K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 509K 20K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 548K 20K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 3M 104K –
DIMENSIONAL ETF TRUST GLOBAL EX US COR 444K 8K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 571K 19K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 11M 409K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 907K 34K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 1M 44K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 394K 8K –
DIMENSIONAL ETF TRUST SHORT DURATION F 12M 259K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 2M 66K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 600K 10K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 21M 656K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 8M 237K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 335K 12K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 2M 99K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 8M 278K –
EXXON MOBIL CORP COM 211K 2K –
HONEYWELL INTL INC COM 317K 1K –
INVESCO QQQ TR UNIT SER 1 520K 1K –
ISHARES INC CORE MSCI EMKT 912K 17K –
ISHARES INC MSCI EMRG CHN 1M 18K –
ISHARES TR 20 YR TR BD ETF 745K 8K –
ISHARES TR CORE INTL AGGR 805K 16K –
ISHARES TR CORE MSCI EAFE 684K 9K –
ISHARES TR CORE S&P500 ETF 10M 18K –
ISHARES TR CORE TOTAL USD 8M 179K –
ISHARES TR EAFE GRWTH ETF 2M 24K –
ISHARES TR EAFE VALUE ETF 2M 37K –
ISHARES TR ESG AWR MSCI USA 1M 9K –
ISHARES TR EUROPE ETF 229K 4K –
ISHARES TR HDG MSCI EAFE 413K 12K –
ISHARES TR MBS ETF 1M 13K –
ISHARES TR MSCI INTL VLU FT 208K 8K –
ISHARES TR MSCI USA QLT FCT 3M 16K –
ISHARES TR NATIONAL MUN ETF 2M 15K –
ISHARES TR S&P 100 ETF 1M 4K –
ISHARES TR S&P 500 GRWT ETF 3M 33K –
ISHARES TR S&P 500 VAL ETF 1M 8K –
ISHARES TR SHRT NAT MUN ETF 649K 6K –
ISHARES TR U.S. TECH ETF 1M 8K –
ISHARES TR US INFRASTRUC 299K 7K –
MARSH & MCLENNAN COS INC COM 1M 7K –
MICROSOFT CORP COM 368K 824 –
PROCTER AND GAMBLE CO COM 432K 3K –
SCHWAB STRATEGIC TR US AGGREGATE B 419K 9K –
SPDR SER TR PORTFOLIO S&P500 318K 5K –
VANGUARD BD INDEX FDS LONG TERM BOND 403K 6K –
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 23K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 757K 11K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 328K 7K –
VANGUARD INDEX FDS GROWTH ETF 3M 9K –
VANGUARD INDEX FDS LARGE CAP ETF 754K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 629K 2K –
VANGUARD INDEX FDS VALUE ETF 2M 15K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 448K 10K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 35K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 405K 9K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 33K –
VANGUARD WELLINGTON FD SHORT TRM TAX EX 619K 6K –
VANGUARD WORLD FD INF TECH ETF 332K 574 –