# RW Investment Management LLC

> RW Investment Management LLC is an SEC-registered investment advisory firm in Eagle, ID, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 282707
- Filed as: RW INVESTMENT MANAGEMENT LLC
- Also doing business as: RW INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eagle, ID
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282707
- AdvisorCensus page: https://advisorcensus.com/firm/rw-investment-management-llc-eagle-id-282707

## Quick answers

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

**How much does RW Investment Management LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $250 an hour (Pension Consulting services); Flat fee: $500 to $25,000 (Pension Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is RW Investment Management LLC located?**
RW Investment Management LLC's principal office is in Eagle, ID, according to its Form ADV.

**Is RW Investment Management LLC registered with the SEC or a state?**
RW Investment Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282707.

**How much does RW Investment Management LLC manage?**
RW Investment Management LLC reports $1,731,699,388 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (99% discretionary).

**How have RW Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for RW Investment Management LLC: Regulatory assets under management: $1,246,721,037 in the October 2021 data and $1,731,699,388 in the October 2026 data, up 39%. Total employees: 10 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RW Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (417); individuals (other than high net worth individuals) (341); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

**Which custodians does RW Investment Management LLC use?**
RW Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does RW Investment Management 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/282707

**What changed in RW Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,470,660,219 to $1,731,699,388 (+18%). Registered or notice-filed in AK.

## 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 11, 2026)

- Hourly rate: $250 an hour (Pension Consulting services)

> Our hourly fee is $250. Flat fees range from $500 to $25,000.

- Flat fee: $500 to $25,000 (Pension Consulting)

> Our hourly fee is $250. Flat fees range from $500 to $25,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,731,699,388
- Discretionary: $1,707,455,557
- Non-discretionary: $24,243,831

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $99,956,275 |
| High net worth individuals | 417 | $1,379,013,437 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $197,269,959 |
| Charitable organizations | 7 | $47,218,721 |
| Corporations or other businesses not listed above | 5 | $8,240,996 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 20 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, ID, IL, OR, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,246,721,037 | 10 | March 11, 2021 |
| October 2022 | $1,356,047,848 | 13 | March 7, 2022 |
| October 2023 | $1,154,845,039 | 17 | August 18, 2023 |
| October 2024 | $1,380,795,719 | 19 | May 29, 2024 |
| October 2025 | $1,470,660,219 | 19 | May 16, 2025 |
| October 2026 | $1,731,699,388 | 20 | March 11, 2026 |

Regulatory assets under management: $1,246,721,037 in the October 2021 data and $1,731,699,388 in the October 2026 data, up 39%.
Total employees: 10 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,470,660,219 to $1,731,699,388 (+18%).
- Registered or notice-filed in AK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RW Investment Management LLC (CRD 282707): Form ADV filing data as of October 2026.