Rdm Capital Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $164M in regulatory assets under management, 4 employees, and 256 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
77
2
HNWI
38.6%
49
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of March 30, 2026
Discretionary100.0%
$164M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$164M
Total Accounts256
10Y AUM Change+$57M (+53.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.