Data / Investment advisers / Florida / RM Adviser, LLC
RM Adviser, LLC, Orlando, FL: $128 million AUM, SEC registered investment adviser
RM Adviser, LLC is an SEC registered investment adviser with its main office in Orlando, Florida and reports $128 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 283877
- SEC file number
- 801-108063
- SEC status
- Approved, effective July 15, 2016
- Main office
- 333 S Garland Ave Suite 1300, Orlando, FL 32801
- Phone
- (407) 876-1702
- Regulatory AUM
- $128,254,277 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $128,254,277
- Accounts
- 2
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $128.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $128.3 million | March 30, 2026 |
| December 1, 2025 | $143.5 million | August 18, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Burgess Chambers & Associates Inc | Orlando | $165.9 million | Not listed | adviserinfo.sec.gov |
| Fund Advisors of America Inc | Orlando | $149.4 million | Not listed | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | Not listed | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
| Velaris Wealth Management | Orlando | $128.7 million | Not listed | adviserinfo.sec.gov |
| Centrus Financial Strategies | Orlando | $125.1 million | Not listed | adviserinfo.sec.gov |
| Wisdom Planning Group | Orlando | $112.9 million | Not listed | adviserinfo.sec.gov |
| Jake Carris Financial Planning | Orlando | $109.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- RM Adviser, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.