DFX Intelligence

16 more advisory clients, 64 more Schedule C rows and 2 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

RBC Wealth Management

unclassified

16 more advisory clients, 64 more Schedule C rows and 2 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

19 allocators

Neca-Ibew Local 584 Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
Accuride Consolidated Employee Pension Plan General consultantthrough Sep 30, 2025 Form 5500
Tucson Federal Credit Union Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2024 Form 5500

+16 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

1 allocator

67 rows, $6.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Neca-Ibew Local 584 Pension Plan	2025	27 28 50	INVESTMENT MANGER	$42,273
Teamsters Pension Trust Fund of Philadelphia & Vic	2024	28 51	NONE	$560,636
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan	2024	28	FINANCIAL ADVISOR	$182,405

+64 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Consultant changedinferenceAccuride Consolidated Employee Pension Plan
RBC Capital appears on Accuride Consolidated Employee Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with RBC Wealth Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan
RBC Wealth Management appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Wealth Managementaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceTucson Federal Credit Union Defined Benefit Plan and Trust
RBC Wealth Management appears on Tucson Federal Credit Union Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with RBC Wealth Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceBakers Local No 433 Pension Plan
RBC Capital Markets, LLC no longer appears on Bakers Local No 433 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Wealth Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceNewspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan
RBC Wealth Management no longer appears on Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Wealth Managementaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.