Overview
Assets Under Management: $200 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 94
Average Client Assets: $1.8 million
Frequently Asked Questions
RMG ADVISORS 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 #122366), RMG ADVISORS is subject to fiduciary duty under federal law.
RMG ADVISORS is headquartered in ROCKVILLE, MD.
RMG ADVISORS serves 94 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, RMG ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RMG ADVISORS manages $200 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, RMG ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.00%
Average Client Assets: $1.8 million
Total Client Accounts: 465
Discretionary Accounts: 465
Regulatory Filings
CRD Number: 122366
Filing ID: 2083310
Last Filing Date: 2026-03-28 09:55:51