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RCM WEALTH ADVISORS
Legal name: KNOW YOUR OPTIONS LLC
CRD 153641File 801-92177
APPROVED
Retail clients
Filing as of Aug 27, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.RCMWA.COM
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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 151 | $121.7M |
| Pension and profit sharing plans | 33 | $181.1M |
| Individuals (other than high net worth individuals) | 646 | $86.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 571 | 830 | increased by259 |
| Apr 1, 2026 | AUM | $324,000,000 | $388,780,330 | increased by$64,780,330 |
| Apr 1, 2026 | Accounts | 941 | 1,123 | increased by182 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 528 | 571 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $232,500,000 | $324,000,000 | increased by$91,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 485 | 941 | increased by456 |
| Apr 1, 2022 | Employees | 12 | 10 | decreased by2 |
| Apr 1, 2022 | Clients | 516 | 528 | increased by12 |
| Apr 1, 2022 | AUM | $202,000,000 | $232,500,000 | increased by$30,500,000 |
| Apr 1, 2022 | Accounts | 780 | 485 | decreased by295 |
| Aug 1, 2021 | Clients | 515 | 516 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RCM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RCM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.