Firm profile

RMDR ADVISORS, INC.

CRD 118473Latest ADV March 16, 2026

Rmdr Advisors, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 16, 2026, reports $193M in regulatory assets under management, 3 employees, 1 office, and 488 accounts.

Assets Under Management
$193M
Employees
3
Offices
1 office
Total Clients
180
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(713) 661-3183
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEORobert J. Geary
CCORobert J. Geary

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
111
2
HNWI
38.3%
69

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$193Mas of March 16, 2026
Discretionary100.0%
$193M
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$193M
Total Accounts488
10Y AUM Change+$61M (+46.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee60:1
10Y Employee Change-2 (-40.0%)

* 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.