# RFM Investment Advisor

> RFM Investment Advisor is a state-registered investment advisory firm in Boca Raton, FL, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 142134
- Filed as: RFM INVESTMENT ADVISOR
- Legal name: Robert F. Mahoney, P.A., CPA
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142134
- AdvisorCensus page: https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134

## Quick answers

**How is RFM Investment Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), RFM Investment Advisor reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RFM Investment Advisor located?**
RFM Investment Advisor's principal office is in Boca Raton, FL, according to its Form ADV.

**Is RFM Investment Advisor registered with the SEC or a state?**
RFM Investment Advisor is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 142134.

**How much does RFM Investment Advisor manage?**
RFM Investment Advisor reports $13,962,945 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does RFM Investment Advisor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); pension and profit sharing plans (but not the plan participants or government pension plans) (15); high net worth individuals (3).

**Does RFM Investment Advisor report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142134

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,962,945
- Discretionary: $13,962,945
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $5,378,885 |
| High net worth individuals | 3 | $4,193,047 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $4,391,013 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rfminvest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RFM Investment Advisor (CRD 142134): Form ADV filing data as of October 2026.