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RMG ADVISORS

Legal name: RISK MANAGEMENT GROUP, LLC

CRD 122366File 801-132202
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$200.5M
Below cohort median (national)
Discretionary AUM
$200.5M
Clients
192
465 accounts
Employees
6
Bottom 25% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Mar 19, 2025
Principal office
14 SOUTH ADAMS STREET, ROCKVILLE, MD, 20850
Phone
301-838-4111

Assets & accounts

ADV Item 5F
Total regulatory AUM
$200.5M
Discretionary AUM
$200.5M
Non-discretionary AUM
$0
Discretionary accounts
465
Non-discretionary accounts
0
Total accounts
465
AUM per client
$1.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals94$166.4M
Individuals (other than high net worth individuals)98$34.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.