Overview

Total Firm Assets
$74 million
Average High-Net-Worth Client Portfolio Size
$0.5 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: RPM CAPITAL MANAGEMENT ADV PART 2 A JANUARY 2026 (2026-08-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 1.00%
$10,000,001 and above 0.90%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $100,000 1.00%
$50 million $460,000 0.92%
$100 million $910,000 0.91%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
95.50%
Number of High-Net-Worth Clients
135
Total Client Accounts
148
Discretionary Accounts
148

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
164200
  • RPM CAPITAL MANAGEMENT ADV PART 2 A JANUARY 2026 (2026-08-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions