RM ADVISER, LLC
CRD #283877 SEC #801-108063 ORLANDO, FL (407) 876-1702
SEC Registered
Total AUM
$143.5M
Discretionary
$143.5M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $143.5M | $143.5M | $0 | 5 | 0 |
| Aug 2025 | $143.5M | $143.5M | $0 | 5 | 0 |
| Mar 2025 | $143.5M | $143.5M | $0 | 5 | 0 |
| Feb 2025 | $175.1M | $175.1M | $0 | 6 | 0 |
| Oct 2024 | $175.1M | $175.1M | $0 | 6 | 0 |
| Mar 2024 | $175.1M | $175.1M | $0 | 6 | 0 |
| Jun 2023 | $179.9M | $179.9M | $0 | 5 | 0 |
| Mar 2023 | $179.9M | $179.9M | $0 | 5 | 0 |
| Mar 2022 | $144.8M | $144.8M | $0 | 5 | 0 |
| Mar 2021 | $111M | $111M | $0 | 3 | 0 |
| Sep 2020 | $141.4M | $141.4M | $0 | 4 | 0 |
| Mar 2020 | $141.4M | $141.4M | $0 | 4 | 0 |
| Nov 2019 | $96.8M | $96.8M | $0 | 3 | 1,759 |
| Sep 2019 | $62.4M | $62.4M | $0 | 2 | 1,759 |
| Mar 2019 | $62.4M | $62.4M | $0 | 2 | 1,759 |
| Feb 2019 | $40.1M | $40.1M | $0 | 5 | 1,430 |
| Jan 2019 | $40.1M | $40.1M | $0 | 5 | 1,430 |
| Mar 2018 | $40.1M | $40.1M | $0 | 5 | 1,430 |
| Oct 2017 | $20.1M | $20.1M | $0 | 5 | 700 |
| Sep 2017 | $21.5M | $21.5M | $0 | 5 | 600 |
| Apr 2017 | $8.9M | $8.9M | $0 | 7 | 600 |
| Mar 2017 | $8.9M | $8.9M | $0 | 7 | 600 |
DateDec 2025
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees3
Clients1,759
DateSep 2019
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees2
Clients1,759
DateMar 2019
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees2
Clients1,759
DateFeb 2019
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients1,430
DateJan 2019
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients1,430
DateMar 2018
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients1,430
DateOct 2017
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees5
Clients700
DateSep 2017
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees5
Clients600
DateApr 2017
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees7
Clients600
DateMar 2017
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees7
Clients600