RNC RIA LLC

CRD

336740

SEC file #

801-134746

EIN

—

DBA names

Rise North Capital Investment Advisors

Economics

AUM

$50.6M

AUM band

$25M-$100M

AUM trajectory

—

Client mix

Individuals Other	389
Individuals High Net Worth	17
Other	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

—

Primary office

BRAINTREE MA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/13/2026

ADV-W filed at

—

Website

—

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LOGAN, SABRINA, ASHLEY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LOGAN, SABRINA, ASHLEY

Driscoll, James, R

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3516

Soi Zip Pct 200k Plus

0.1242

Soi Zip Returns 200k Plus

2,470

Soi Zip Total AGI

2,112,752

Fdic Zip Total Deposits

36,544,804,000

Fdic Zip Branch Count

455

Fdic Zip Top Banks

Citizens Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	4
E*trade	4
Fidelity	2

adv brochure

Fdic Zip Branches Raw

USTrustBraintree, MA

Century Bank and Trust CompanyBraintree, MA

Fdic Zip HHI

861.62

Fdic Zip Top Bank Share Pct

16.29

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	50,244
Returns	4,560

Stub 2

AGI	117,428
Returns	3,140

Stub 3

AGI	188,306
Returns	3,030

Soi Zip Total Business Income

63,120

Soi Zip Total Cap Gains

95,696

Soi Zip Total Dividends

32,791

Soi Zip Total Returns

19,880

Top Owner CRD

8149378

Trust Company Affiliate