Overview
Assets Under Management: $164 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 49
Average Client Assets: $2.7 million
Frequently Asked Questions
RDM CAPITAL ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106941), RDM CAPITAL ASSOCIATES INC is subject to fiduciary duty under federal law.
RDM CAPITAL ASSOCIATES INC is headquartered in RED BANK, NJ.
RDM CAPITAL ASSOCIATES INC serves 49 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, RDM CAPITAL ASSOCIATES INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RDM CAPITAL ASSOCIATES INC manages $164 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, RDM CAPITAL ASSOCIATES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.87%
Average Client Assets: $2.7 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 106941
Filing ID: 2078940
Last Filing Date: 2026-03-30 14:40:57