RCS FINANCIAL PLANNING, LLC
CRD #291678 SEC #801-112282 ANNAPOLIS, MD 410-224-0097
SEC Registered
Total AUM
$241.3M
Discretionary
$241.3M
Employees
3
Clients
101
Accounts
675
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $241.3M | $241.3M | $0 | 3 | 0 |
| Aug 2024 | $198.8M | $198.8M | $0 | 3 | 0 |
| Jul 2024 | $198.8M | $198.8M | $0 | 3 | 0 |
| Mar 2024 | $198.8M | $198.8M | $0 | 3 | 0 |
| Mar 2023 | $161.8M | $161.8M | $0 | 4 | 5 |
| May 2022 | $184.7M | $184.7M | $0 | 4 | 25 |
| May 2022 | $184.7M | $184.7M | $0 | 4 | 25 |
| Mar 2022 | $184.7M | $184.7M | $0 | 4 | 25 |
| Feb 2021 | $135.3M | $135.3M | $0 | 3 | 4 |
| Feb 2021 | $135.3M | $135.3M | $0 | 3 | 4 |
| Jan 2021 | $118.4M | $118.4M | $0 | 3 | 0 |
| Jan 2021 | $118.4M | $118.4M | $0 | 4 | 0 |
| Aug 2020 | $118.4M | $118.4M | $0 | 3 | 0 |
| Jun 2020 | $118.4M | $118.4M | $0 | 3 | 0 |
| Feb 2020 | $118.4M | $118.4M | $0 | 3 | 0 |
| Feb 2020 | $118.4M | $118.4M | $0 | 2 | 0 |
| Feb 2019 | $101.2M | $101.2M | $0 | 2 | 1 |
| Nov 2018 | $100.3M | $100.3M | $0 | 2 | 0 |
| Nov 2018 | $100.3M | $100.3M | $0 | 2 | 0 |
| Nov 2018 | $100.3M | $100.3M | $0 | 2 | 0 |
| May 2018 | $100.3M | $100.3M | $0 | 1 | 0 |
| Feb 2018 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$161.8M
Discretionary$161.8M
Non-Disc.$0
Employees4
Clients5
DateMay 2022
Total AUM$184.7M
Discretionary$184.7M
Non-Disc.$0
Employees4
Clients25
DateMay 2022
Total AUM$184.7M
Discretionary$184.7M
Non-Disc.$0
Employees4
Clients25
DateMar 2022
Total AUM$184.7M
Discretionary$184.7M
Non-Disc.$0
Employees4
Clients25
DateFeb 2021
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees3
Clients4
DateFeb 2021
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees3
Clients4
DateJan 2021
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees2
Clients1
DateNov 2018
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0