Overview
Assets Under Management: $78 million
High-Net-Worth Clients: 15
Average Client Assets: $4.8 million
Frequently Asked Questions
RSD 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 #152447), RSD ADVISORS is subject to fiduciary duty under federal law.
RSD ADVISORS serves 15 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, RSD ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
RSD ADVISORS manages $78 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, RSD ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.92%
Average Client Assets: $4.8 million
Total Client Accounts: 65
Discretionary Accounts: 64
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 152447
Filing ID: 2063158
Last Filing Date: 2026-03-02 13:34:03