Rwm Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sugar Land, TX. Its latest Form ADV filing, dated March 17, 2026, reports $222M in regulatory assets under management, 63 employees, 7 offices, and 2,731 accounts.
Assets Under Management
$222M
Employees
63
Offices
7 offices
Total Clients
1,439
Primary office
SUGAR LAND, TX
1650 HIGHWAY 6, SUITE 250, SUGAR LAND, TX, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
1,245
2
HNWI
13.3%
192
3
Corporations
0.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 17, 2026
Discretionary100.0%
$222M
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.
Total AUM$222M
Total Accounts2,731
10Y AUM Change+$222M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees63
Clients per Employee23:1
10Y Employee Change+56 (+800.0%)
* 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.