# RMP Financial, Inc.

> RMP Financial, Inc. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 168026
- Filed as: RMP FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168026
- AdvisorCensus page: https://advisorcensus.com/firm/rmp-financial-inc-168026

## Quick answers

**How is RMP Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), RMP Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is RMP Financial, Inc. registered with the SEC or a state?**
RMP Financial, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168026.

**How much does RMP Financial, Inc. manage?**
RMP Financial, Inc. reports $23,600,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does RMP Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (7).

**Does RMP Financial, Inc. 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/168026

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $23,600,000
- Discretionary: $23,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,600,000 |
| High net worth individuals | 7 | $20,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RMP Financial, Inc. (CRD 168026): Form ADV filing data as of October 2026.