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Current Employers
Rcx Capital Group Advisors, Llc

271 Sleepy Valley Drive, Boone, NC 28607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-11-24
CA RA APPROVED 2015-01-09
  • NC RA
    APPROVED
    Since 2021-11-24
  • CA RA
    APPROVED
    Since 2015-01-09

Branch Locations

271 Sleepy Valley Drive, Boone, NC 28607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
O&A Real Estate Development Partners Boone NC 07/2007 Present
Silver Portal Capital Llc San Diego CA 07/2013 01/2018
Silver Portal Capital Advisors, Llc San Diego CA 02/2014 03/2018
Rcx Capital Group, Llc Boone NC 01/2018 Present
Covenant Investment Capital, Llc Boone NC 03/2018 12/2023
Rcx Capital Group Holdings, Llc Boone NC 04/2018 Present
Guinchard Family Trust Boone NC 03/2017 Present
Rcx Partners Llc The Woodlands TX 04/2020 Present
Rcx Capital Group Advisors Llc Boone NC 12/2023 Present
  • 07/2007 → Present
    O&A Real Estate Development Partners
    Boone, NC
  • 07/2013 → 01/2018
    Silver Portal Capital Llc
    San Diego, CA
  • 02/2014 → 03/2018
    Silver Portal Capital Advisors, Llc
    San Diego, CA
  • 01/2018 → Present
    Rcx Capital Group, Llc
    Boone, NC
  • 03/2018 → 12/2023
    Covenant Investment Capital, Llc
    Boone, NC
  • 04/2018 → Present
    Rcx Capital Group Holdings, Llc
    Boone, NC
  • 03/2017 → Present
    Guinchard Family Trust
    Boone, NC
  • 04/2020 → Present
    Rcx Partners Llc
    The Woodlands, TX
  • 12/2023 → Present
    Boone, NC
Previous Registrations
  • 2020-09-02 → 2022-06-28
    Inland Investment Advisors, Llc
    Oak Brook, IL
  • 2014-10-27 → 2014-12-31
    Boone, NC
  • 2003-04-21 → 2007-05-29
    Banc Of America Investment Services, Inc.
    San Diego, CA
    San Diego, CA
Other Businesses

#1. O&A REAL ESTATE DEVELOPMENT PARTNERS; NON-INVESTMENT RELATED; PO BOX 1151, BOONE, NORTH CAROLINA 28607; PRESIDENT/CEO; START DATE:07/2007; LESS THAN 5 PER MONTH; REAL ESTATE DEVELOPMENT. #2. PENINSULA MAYA DEVELOPMENTS, S.A.DE CV.; CALLE 8 # 101 X5Y7, FRAC MONTECRISTO, MERIDA, YUCATAN, MEXICO 97133; INVESTMENT RELATED; START DATE: JULY 2008; CONSULTANT; LESS THAN 5 HRS/MONTH; LESS THAN 5 HRS DURING TRADING; REAL ESTATE DEVELOPMENT/LARGE MASTER PLANNED RESORT DESTINATION; DUTIES INCLUDE COORDINATING CONSULTANTS AND PREPARING REAL ESTATE COMPANY FOR SALE. #3. NAME OF BUSINESS - REDELY INC.; INVESTMENT RELATED; ADDRESS - 122 WEST 26TH STREET, 2ND FLOOR, NEW YORK, NEW YORK 10001; NATURE - TAX-ADVANTAGE REAL ESTATE TRANSACTION PORTAL; POSITION - OWNER/BOARD MEMBER; START DATE - 08/31/2019; APPROXIMATE NUMBER OF HOURS PER MONTH LESS THAN 5 WITH LESS THAN 1 DURING TRADING HOURS; DUTIES - BOARD MEMBER. #4. CLAIRMONT GP FUND IV, LP; YES; 1925 CENTURY PARK E, SUITE 1700, LOS ANGELES, CALIFORNIA 90067; CLAIRMONT GP FUND, LP (THE "FUND") IS A FUND THAT SPECIALIZES IN, AND PROVIDES ACCESS TO, GENERAL PARTNERSHIP ("GP") EQUITY CO-INVESTMENTS ALONGSIDE BEST-IN-CLASS REAL ESTATE SPONSORS AND ELITE INSTITUTIONAL EQUITY PARTNERS IN MARKET-INELASTIC ASSET CLASSES THROUGHOUT THE UNITED STATES. THE FUND SEEKS TO DELIVER SUPERIOR RISK-ADJUSTED RETURNS THROUGH ITS UNIQUE ABILITY TO PARTICIPATE IN THE GP'S 'PROMOTE" OR "CARRIED INTEREST" IN OPPORTUNISTIC, INSTITUTIONAL-GRADE REAL ESTATE JOINT VENTURES; MEMBER OF INVESTMENT COMMITTE; 03/01/2021; 4 HOURS ALL DURING TRADING; MY ROLE ON THE INVESTMENT COMMITTEE CENTERS ON CONTRIBUTING TO HIGH-LEVEL OVERSIGHT OF THE FUND'S INVESTMENT STATEGIES. I WORK WITH FELLOW COMMITTEE MEMBERS TO ENSURE THAT THE CCG TEAM'S PROPOSED INVESTMENTS ALIGN WITH THE FUND'S OBJECTIVES AND SERVE AS A SOUNDING BOARD FOR THE COMMITTEE, PROVIDING AN INDEPENDENT PERSPECTIVE THAT HELPS TO BALANCE DIFFERING VIEWPOINTS AND ENSURE A WELL-ROUNDED APPROACH TO DECISION-MAKING. I DO MY BEST TO OFFER GUIDANCE ROOTED IN MY EXTENSIVE AND SEASONED EXPERIENCE IN THE REAL ESTATE EQUITY AND DEBT CAPITAL MARKETS, AND SUBSTANTIAL RELATIONSHIPS WITH SPONSORS IN A VARIETY OF ASSET CLASSES AND STRATEGIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 2013-01-28
S66 Uniform Combined State Law Examination 2005-06-14
  • S65 Uniform Investment Adviser Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2013-01-28
  • S66 Uniform Combined State Law Examination
    2005-06-14
Other Names
  • Jean Louis Guinchard
  • Jeanlouis Guinchard

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