Data / Investment advisers / Maryland / RCS Financial Planning, LLC
RCS Financial Planning, LLC, Annapolis, MD: $281 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
RCS Financial Planning, LLC is an SEC registered investment adviser with its main office in Annapolis, Maryland and reports $281 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 291678
- SEC file number
- 801-112282
- SEC status
- Approved, effective February 7, 2018
- Main office
- 130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401
- Phone
- (410) 224-0097
- Website
- rcsplanning.com
- Regulatory AUM
- $280,955,416 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $280,955,416
- Accounts
- 667
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $234.6 million |
| Individuals (other than high net worth individuals) | 111 | $36.6 million |
| Pension and profit sharing plans | 2 | $9.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $281 million | March 19, 2026 |
| December 1, 2025 | $241.3 million | March 14, 2025 |
Other advisers in Annapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HF Advisory Group, LLC | Annapolis | $321.5 million | Not listed | adviserinfo.sec.gov |
| 1 North Wealth Services, LLC | Annapolis | $320.4 million | Not listed | adviserinfo.sec.gov |
| Valuewealth Services, LLC | Annapolis | $319 million | Not listed | adviserinfo.sec.gov |
| The Ellerson Group Inc | Annapolis | $291.2 million | Not listed | adviserinfo.sec.gov |
| Shaker Financial Services | Annapolis | $286.3 million | Not listed | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | $278 million | Not listed | adviserinfo.sec.gov |
| Sera Capital Management, LLC | Annapolis | $114.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Annapolis, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- RCS Financial Planning, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.