MT. PLEASANT, MICRD 124468Latest ADV December 22, 2025
Rfm Financial Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mt. Pleasant, MI.
Top client segmentIndividuals represent 82.8% of total clients.
Top client categories% of clientsClients
1
Individuals
82.8%
472
2
HNWI
12.6%
72
3
Corporations
4.6%
26
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of December 22, 2025
Discretionary75.6%
$197M
76% of total RAUM75.6%
Non-discretionary24.4%
$64M
24% of total RAUM24.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$260M
Total Accounts979
10Y AUM Change+$138M (+112.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee95:1
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.