RMC INVESTMENT ADVISORS

Legal name: RESOURCES MANAGEMENT CORP

CRD 104674File 801-21902

APPROVED

Retail clients

Custody

Filing as of Apr 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.07B

Above cohort median (national)

Discretionary AUM

$998.9M

Non-discretionary $68.3M

Clients

383

865 accounts

Employees

Above cohort median in CT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Aug 24, 1984
Principal office: 643 PROSPECT AVENUE, WEST HARTFORD, CT, 06105
Phone: 860-561-1245
Website: https://www.rmcinvestmentadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.07B
Discretionary AUM: $998.9M
Non-discretionary AUM: $68.3M
Discretionary accounts: 834
Non-discretionary accounts: 31
Total accounts: 865
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$147.0M
Charitable organizations	7	$41.5M
High net worth individuals	160	$794.4M
Pension and profit sharing plans	Fewer than 5	$7.2M
State or municipal government entities	Fewer than 5	$8.8M
Individuals (other than high net worth individuals)	186	$68.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.