AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 529 | $0.1 |
| Average Individual AUM | $207,111 | |
| HNW | 23 | $0.0 |
| Average HNW AUM | $1,635,190 | |
| Retail Total | 552 | $0.1 |
| Average Retail AUM | $266,614 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | PHOENIX-AZ-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 52% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RNC CAPITAL MANAGEMENT LLC | $4.5 | 108618 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
| Name | Title |
|---|---|
| GENTER, DANIEL, JOHN | PRESIDENT/CEO/CIO, MEMBER/MANAGER |
| GUTIERREZ, MANUEL, AGA | SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER |
| DEMSHKI, TIMOTHY, JUDSON | SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION |
| BARBER, JAMES, LAURANCE | SR. VICE PRESIDENT |
| PESCHERINE, DAVID, WILLIAM | SR. VICE PRESIDENT/DIRECTOR OF EQUITY |
| BARRY, JOHN, NMN | SR. VICE PRESIDENT-OPERATIONS |
| ELLIOTT, BRIAN, LAWRENCE | SR. VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION |
| HALL, ALEXANDER, JOSEPH | SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME |
| PYTLEWSKI, BRIAN, JOHN | SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME |
| VYAS, RAJIV, RANDHIR | SR. VICE PRESIDENT/DIRECTOR OF CREDIT RESEARCH |
| RYAN, PAUL, MORRIS | SR. VICE PRESIDENT/FIXED INCOME PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 64 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 64 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 4% | 65 | -1 | -2% |
| 2023-04-04 | $0.1 | $0.0 | 12% | 65 | -1 | -2% |
| 2022-04-01 | $0.2 | $0.0 | -14% | 67 | -3 | -4% |
| 2021-04-05 | $0.2 | $0.0 | -9% | 74 | -10 | -14% |
| 2020-04-01 | $0.2 | $0.0 | -12% | 67 | -3 | -4% |
| 2019-04-01 | $0.2 | $0.0 | -4% | 67 | -3 | -4% |
| 2018-04-02 | $0.2 | $0.0 | -20% | 67 | -3 | -4% |
| 2017-04-01 | $0.2 | $0.0 | -12% | 68 | -4 | -6% |
| 2016-04-01 | $0.2 | $0.0 | -17% | 68 | -4 | -6% |
| 2015-04-01 | $0.2 | -$0.1 | -24% | 68 | -4 | -6% |
| 2014-04-01 | $0.2 | -$0.1 | -24% | 67 | -3 | -4% |
| 2013-04-01 | $0.2 | $0.0 | -7% | 69 | -5 | -7% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, AZ-03/28/2024, CA-07/06/2001, CO-03/28/2024, GA-03/28/2024, LA-03/28/2024, NV-03/28/2024, NY-03/28/2024, OR-03/26/2010, UT-03/28/2024, WA-03/28/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV