RFM FINANCIAL SOLUTIONS, LLC

CRD 124468File 801-116713

APPROVED

Retail clients

Custody

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$260.1M

Below cohort median (national)

Discretionary AUM

$196.6M

Non-discretionary $63.5M

Clients

570

979 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 30, 2019
Principal office: 805 N. BROWN ST., MT. PLEASANT, MI, 48858
Phone: 989.772.1209
Website: HTTPS://WWW.RFMFINANCIALSOLUTIONS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $260.1M
Discretionary AUM: $196.6M
Non-discretionary AUM: $63.5M
Discretionary accounts: 352
Non-discretionary accounts: 627
Total accounts: 979
AUM per client: $456K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$13.5M
Charitable organizations	Fewer than 5	$122K
High net worth individuals	72	$204.8M
Pension and profit sharing plans	Fewer than 5	$2
Individuals (other than high net worth individuals)	472	$41.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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: 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

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.