RIA Intel›Advisers›North Carolina›RCX CAPITAL GROUP ADVISORS, LLC

RCX CAPITAL GROUP ADVISORS, LLC

Advisory

BOONE, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Filing history

8

filings since 2014

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingFeb 14, 2014

Latest FilingMar 31, 2026

Full AUM trend chart and 8 historical filings spanning 12+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NC

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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