# RM Adviser, LLC

> RM Adviser, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 283877
- Filed as: RM ADVISER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283877
- AdvisorCensus page: https://advisorcensus.com/firm/rm-adviser-llc-orlando-fl-283877

## Quick answers

**How is RM Adviser, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RM Adviser, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RM Adviser, LLC located?**
RM Adviser, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is RM Adviser, LLC registered with the SEC or a state?**
RM Adviser, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283877.

**How much does RM Adviser, LLC manage?**
RM Adviser, LLC reports $128,254,277 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have RM Adviser, LLC's assets and staff changed since 2021?**
In the Form ADV data for RM Adviser, LLC: Regulatory assets under management: $110,987,087 in the October 2021 data and $128,254,277 in the October 2026 data, up 16%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RM Adviser, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does RM Adviser, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283877

**What changed in RM Adviser, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $143,458,540 to $128,254,277 (-11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $128,254,277
- Discretionary: $128,254,277
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 2 | $128,254,277 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| 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)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 3 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)
- Facebook @RealtyMogul (Facebook Account of Parent Company)
- Instagram @realty_mogul
- LinkedIn @realty-mogul (LinkedIn Account of Parent Company)
- X @realty_mogul (Twitter
- YouTube @Realtymogul (YouTube Account of Parent Company)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,987,087 | 3 | March 29, 2021 |
| October 2022 | $144,849,340 | 5 | March 30, 2022 |
| October 2023 | $179,925,598 | 5 | June 30, 2023 |
| October 2024 | $175,099,507 | 6 | March 28, 2024 |
| October 2025 | $143,458,540 | 5 | March 26, 2025 |
| October 2026 | $128,254,277 | 4 | March 30, 2026 |

Regulatory assets under management: $110,987,087 in the October 2021 data and $128,254,277 in the October 2026 data, up 16%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $143,458,540 to $128,254,277 (-11%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RM Adviser, LLC (CRD 283877): Form ADV filing data as of October 2026.