RMDR ADVISORS, INC.
Adviser information for RMDR ADVISORS, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 551 | $182.2M |
| Non-Discretionary | 4 | $2.0M |
| Total | 555 | $184.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 139 | $49.6M |
| HNW Individuals | 69 | $134.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-68095 |
|---|---|
| SEC ERA File Number | 801-68095 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118473 |
| Legal Entity Identifier | None |
Principal Office
3509 AUSTIN AVENUEWACO
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 713-661-3183, Fax: 713-661-6329
Chief Compliance Officer
ROBERT J. GEARY
PRESIDENT
3509 AUSTIN AVENUE
WACO
TX
United States
Tel:
713-661-3183
Fax:
713-661-6329
R*****@***************M
(Full email address available in API data)
Regulatory Contact
KANDY V. GLOVER
ADMIN. ASSISTANT
6711 STELLA LINK
# 308
HOUSTON
TX
United States
Tel:
713-661-3183
Fax:
713-661-6329
K******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GEARY, EVELYN, JEANNEATTE | Individual | – | SECRETARY/TREASURER | 09/1985 | < 5% |
| GEARY, ROBERT, JOHN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1985 | > 75% |