| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Levy Control | Managing Director | Under 5% | 2019 |
| Jilliene Paige Helman Control | Chief Executive Officer | Under 5% | 2015 |
| Kevin Patrick Moclair Control | Chief Accounting Officer | Under 5% | 2022 |
Rm Adviser, LLC reports $143.5 million in regulatory assets under management on its Form ADV.
Rm Adviser, LLC reports 5 employees.
Rm Adviser, LLC is based in Orlando, FL and has been SEC-registered since 2016.
Rm Adviser, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 333 S Garland Ave, Suite 1300, Orlando, FL 32801 |
| Phone | (407) 876-1702 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $143.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $143.5M |