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RCM WEALTH ADVISORS

Legal name: KNOW YOUR OPTIONS LLC

CRD 153641File 801-92177
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$388.8M
Below cohort median (national)
Discretionary AUM
$176.8M
Non-discretionary $212.0M
Clients
830
1,123 accounts
Employees
15
Below cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Apr 20, 2015
Principal office
318 W ADAMS ST, 10TH FLOOR, CHICAGO, IL, 60606
Phone
866-903-1822

Assets & accounts

ADV Item 5F
Total regulatory AUM
$388.8M
Discretionary AUM
$176.8M
Non-discretionary AUM
$212.0M
Discretionary accounts
1,028
Non-discretionary accounts
95
Total accounts
1,123
AUM per client
$468K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals151$121.7M
Pension and profit sharing plans33$181.1M
Individuals (other than high net worth individuals)646$86.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • 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.