RPC Private Wealth, LLC is a Limited Liability Partnership established in September 2018, with Thomas Edward Westrick as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients must grant discretionary authority for RPCPW to make investment decisions in accordance with fiduciary duties. RPCPW operates under a fiduciary standard, acting in clients' best interests and avoiding conflicts of interest. The firm provides three service structures with varying levels of engagement and fees. RPCPW primarily advises on mutual funds, real estate funds, and ETFs. The firm charges asset-based portfolio management fees ranging from 0.25% to 1.00%, depending on the platform. Financial planning services are available for fixed fees based on complexity. RPCPW does not accept performance-based fees or engage in wrap fee programs. The firm generally serves individuals, high-net-worth individuals, and pension and profit-sharing plans, with a minimum account size of $200,000. RPCPW uses fundamental security analysis and long-term investment strategies, emphasizing risk management. Clients receive regular account reports and financial plans, with reviews conducted semi-annually or upon significant events. RPCPW does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. The firm provides discretionary investment advisory services and does not vote client securities. RPC Private Wealth, LLC has no financial conditions impairing its ability to meet contractual commitments to clients.

Hinsdale Associates Incorporated is an SEC-registered investment adviser that offers advisory services focusing on separately managed accounts (SMAs) for retail investors and organizations. The firm emphasizes asset allocation through ETFs and selected mutual funds, with investments managed on a discretionary basis under an investment management agreement. New accounts typically require a minimum asset value of $100,000, which may be waived based on certain criteria. Additionally, Hinsdale provides financial planning services tailored to individual needs, covering areas such as wealth preservation, retirement planning, and estate planning. Financial planning services are non-discretionary, meaning clients make final investment decisions. Clients pay for advisory services through an asset-based fee structure, with fees for SMAs potentially up to 1% annually. Financial planning services are billed at an hourly or fixed rate starting at $300. The firm may earn commissions from certain insurance products sold, and clients should be aware of additional fees charged by mutual funds and ETFs. Hinsdale discloses potential conflicts of interest, such as the incentive to increase assets under management due to asset-based fees. Clients are encouraged to research the firm and its professionals using available tools and resources. For more information, clients can access the Form ADV Part 2A Brochure online or contact Hinsdale directly.