Rgm Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2.6B in regulatory assets under management, 7 employees, and 22 accounts.
Assets Under Management
$2.6B
Employees
7
Offices
--
Total Clients
13
Primary office
NAPLES, FL
9010 STRADA STELL COURT, SUITE 105, NAPLES, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentCharitable represent 76.9% of total clients.
Top client categories% of clientsClients
1
Charitable
76.9%
10
2
Pooled Investment Vehicles
23.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 31, 2026
Discretionary100.0%
$2.6B
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$2.6B
Total Accounts22
10Y AUM Change+$1.4B (+124.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee2:1
10Y Employee Change+1 (+16.7%)
* 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.