RIA Intel›Advisers›California›T.H. RAPKO & COMPANY, LLC

T.H. RAPKO & COMPANY, LLC

Advisory

MONTEREY, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CA

#3,847

of 5,480 advisers by AUM

Average account

$468K

across 72 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$30M

Non-Discretionary AUM$4M

Discretionary %89%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

36 clients

16 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WEALTH ENHANCEMENT & PRESERVATION, INC.

WESTLAKE VILLAGE, CA

$34M

STRATEGIC ADVOCATES, LLC

$34M

TFG INVESTMENT MANAGEMENT, LLC

DIAMOND BAR, CA

$34M

PRIVATE REALTY INVESTMENTS, INC.

$34M

SEAPLANE PARTNERS, LLC

MILL VALLEY, CA

$34M

JPL FINANCIAL INC

$34M

Get the full picture on T.H. RAPKO & COMPANY, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track T.H. RAPKO & COMPANY, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans