DBA: RMC INVESTMENT ADVISORS
| Total AUM | $1.07B |
| Discretionary | $998.9M94% of AUM |
| Non-Discretionary | $68.3M |
| Client Accounts | 865 |
| Avg Account Size | $1.2M |
| Employees | 14 |
| Peak AUM | $1.07BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +8.1% | +7.8% | +4.2% | |
| Discretionary AUM | |||||
| Total AUM | $1.07B |
| Discretionary | $998.9M |
| Employees | 14 |
| Client Accounts | 865 |
Address
643 PROSPECT AVENUE
WEST HARTFORD CT 06105
Phone
860-561-1245
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$999M
93.6% of AUM
Non-Discretionary
$68M
6.4% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
Custody
No related registrations reported
| +4.7% /yrover 25 yrs · 62 filings |
Total AUM
$1.1B
| $999M |
| +10.1% |
| +9.0% |
| +4.8% |
| Non-Disc. AUM | $68M | 14.4% | 5.2% | 1.9% |
| Total Accounts | 865 | +1.5% | +1.5% | +2.9% |
| Avg Account Size | $1M | +6.5% | +6.1% | +1.3% |
| Employees | 14 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $76M | +8.1% | +7.8% | +4.2% |
Client AUM Segments | |||||
| Wealth AUM | $863M | +11.0% | +10.9% | +6.2% | |
| Institutional AUM | $205M | 2.5% | 2.4% | 2.2% | |
Client Count Segments | |||||
| HNW Clients | 186 | +1.6% | 2.1% | +0.5% | |
| Institutional | 37 | 0.0% | 3.4% | 2.0% | |
| Individuals | 160 | 9.1% | +1.3% | +1.0% | |