Rmg Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 28, 2026, reports $200M in regulatory assets under management, 6 employees, and 465 accounts.
Assets Under Management
$200M
Employees
6
Offices
--
Total Clients
192
Primary office
ROCKVILLE, MD
14 SOUTH ADAMS STREET, ROCKVILLE, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 51.0% of total clients.
Top client categories% of clientsClients
1
Individuals
51.0%
98
2
HNWI
49.0%
94
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 28, 2026
Discretionary100.0%
$200M
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$200M
Total Accounts465
10Y AUM Change+$63M (+46.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change+1 (+20.0%)
* 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.