# RSD Advisors

> RSD Advisors is an SEC-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 152447
- Filed as: RSD ADVISORS
- Legal name: RSD Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152447
- AdvisorCensus page: https://advisorcensus.com/firm/rsd-advisors-152447

## Quick answers

**How is RSD Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), RSD Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is RSD Advisors registered with the SEC or a state?**
RSD Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 152447.

**How much does RSD Advisors manage?**
RSD Advisors reports $78,126,462 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (98% discretionary).

**How have RSD Advisors' assets and staff changed since 2023?**
In the Form ADV data for RSD Advisors: Regulatory assets under management: $34,160,225 in the October 2023 data and $78,126,462 in the October 2026 data, up 129%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RSD Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does RSD Advisors use?**
RSD Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does RSD Advisors 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/152447

**What changed in RSD Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $48,256,991 to $78,126,462 (+62%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- J.P. Morgan Securities 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: $78,126,462
- Discretionary: $76,922,872
- Non-discretionary: $1,203,590

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,327,893 |
| High net worth individuals | 15 | $72,594,979 |
| 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) | 1 | $1,203,590 |
| 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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rsdadvisors.net
- LinkedIn @rsdadvisors-llc
- LinkedIn @richard-daskin-a54621128

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $34,160,225 | 1 | September 22, 2023 |
| October 2024 | $43,991,812 | 1 | August 20, 2024 |
| October 2025 | $48,256,991 | 1 | March 6, 2025 |
| October 2026 | $78,126,462 | 1 | March 2, 2026 |

Regulatory assets under management: $34,160,225 in the October 2023 data and $78,126,462 in the October 2026 data, up 129%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $48,256,991 to $78,126,462 (+62%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RSD Advisors (CRD 152447): Form ADV filing data as of October 2026.