# RWM Capital, LLC

> RWM Capital, LLC is an SEC-registered investment advisory firm in Sugar Land, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 310635
- Filed as: RWM CAPITAL, LLC
- Also doing business as: ROBERTS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310635
- AdvisorCensus page: https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635

## Quick answers

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

**What does RWM Capital, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 7, 2026 states: Asset-based fee: up to 1.9% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is RWM Capital, LLC located?**
RWM Capital, LLC's principal office is in Sugar Land, TX, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is RWM Capital, LLC registered with the SEC or a state?**
RWM Capital, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310635.

**How much does RWM Capital, LLC manage?**
RWM Capital, LLC reports $222,369,012 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have RWM Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for RWM Capital, LLC: Regulatory assets under management: $118,299,777 in the October 2021 data and $222,369,012 in the October 2026 data, up 88%. Total employees: 9 in October 2021 and 63 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RWM Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,245); high net worth individuals (192); corporations or other businesses not listed above (2).

**Which custodians does RWM Capital, LLC use?**
RWM Capital, 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 RWM Capital, 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/310635

**Does RWM Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 7, 2026 says: "A minimum investment amount to open and maintain an account is $250,000."

**What changed in RWM Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 21. Regulatory assets under management went from $161,362,901 to $222,369,012 (+38%).

## 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 August 7, 2026)

- Asset-based fee: up to 1.9% of assets a year (the maximum the brochure states)

> The maximum annual advisory fee is 1.90%. of assets under management based on the scope, complexity, amount of time or expertise required.

- Account minimum: $250,000

> A minimum investment amount to open and maintain an account is $250,000.

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: $222,369,012
- Discretionary: $222,369,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,245 | $146,216,389 |
| High net worth individuals | 192 | $71,878,730 |
| Corporations or other businesses not listed above | 2 | $4,273,893 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 63 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, IN, LA, MS, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Biloxi, MS
- Daphne, AL
- Katy, TX
- Mandeville, LA
- Mobile, AL
- Pensacola, FL
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- quora.com/profile/Roberts-Wealth-Mgt
- robertswealth.com
- threads.com/@robertswealthmgt
- Facebook @robertswealthmgt
- Instagram @robertswealthmgt
- LinkedIn @robertswealthmgt
- X @robweamgt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,299,777 | 9 | September 20, 2021 |
| October 2022 | $164,600,000 | 9 | May 27, 2022 |
| October 2023 | $106,988,955 | 11 | June 2, 2023 |
| October 2024 | $107,933,862 | 27 | March 26, 2024 |
| October 2025 | $161,362,901 | 50 | July 30, 2025 |
| October 2026 | $222,369,012 | 63 | August 7, 2026 |

Regulatory assets under management: $118,299,777 in the October 2021 data and $222,369,012 in the October 2026 data, up 88%.
Total employees: 9 in October 2021 and 63 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 21.
- Regulatory assets under management went from $161,362,901 to $222,369,012 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWM Capital, LLC (CRD 310635): Form ADV filing data as of October 2026.