# RMDR Advisors, Inc.

> RMDR Advisors, Inc. is an SEC-registered investment advisory firm in Pearland, TX, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 118473
- Filed as: RMDR ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pearland, TX
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118473
- AdvisorCensus page: https://advisorcensus.com/firm/rmdr-advisors-inc-pearland-tx-118473

## Quick answers

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

**How much does RMDR Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Hourly rate: $150 to $200 an hour (investment consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is RMDR Advisors, Inc. located?**
RMDR Advisors, Inc.'s principal office is in Pearland, TX, according to its Form ADV.

**Is RMDR Advisors, Inc. registered with the SEC or a state?**
RMDR Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 118473.

**How much does RMDR Advisors, Inc. manage?**
RMDR Advisors, Inc. reports $193,166,185 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have RMDR Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for RMDR Advisors, Inc.: Regulatory assets under management: $184,516,445 in the October 2021 data and $193,166,185 in the October 2026 data, up 5%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RMDR Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (69).

**Which custodians does RMDR Advisors, Inc. use?**
RMDR Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does RMDR Advisors, Inc. 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/118473

**Does RMDR Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "The majority of the firm’s clients are individual investors. The majority of the firm’s clients are invested in retirement accounts such as IRAs and 403(b) plans as described in item 4 above. There is no minimum account size."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> RMDR does not maintain a standard fee schedule applicable to individual managed accounts. Fees are negotiated on a case-by-case basis based upon factors determined by the firm to be material including but not limited to account size and servicing requirements. Management fees will not exceed 1.0%.

- Account minimum: None

> The majority of the firm’s clients are individual investors. The majority of the firm’s clients are invested in retirement accounts such as IRAs and 403(b) plans as described in item 4 above. There is no minimum account size.

- Hourly rate: $150 to $200 an hour (investment consulting services)

> Hourly Fees: RMDR also charges hourly fees for investment consulting services if the client elects not to have fees deducted from an investment account. The hourly rate is $150 to $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $193,166,185
- Discretionary: $193,166,185
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $38,433,883 |
| High net worth individuals | 69 | $154,732,302 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2007 (19 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,516,445 | 4 | April 29, 2021 |
| October 2022 | $203,350,893 | 3 | March 14, 2022 |
| October 2023 | $175,559,785 | 3 | March 13, 2023 |
| October 2024 | $184,242,565 | 3 | March 8, 2024 |
| October 2025 | $180,242,050 | 3 | March 21, 2025 |
| October 2026 | $193,166,185 | 3 | March 16, 2026 |

Regulatory assets under management: $184,516,445 in the October 2021 data and $193,166,185 in the October 2026 data, up 5%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RMDR Advisors, Inc. (CRD 118473): Form ADV filing data as of October 2026.