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GROUP RMC INVESTMENT ADVISOR LLC

CRD 318504File 801-129379
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$84.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $84.6M
Clients
13
13 accounts
Employees
2
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 23, 2024
Principal office
ONE WORLD TRADE CENTER, SUITE 83G, NEW YORK, NY, 10007
Phone
917-503-9730

Assets & accounts

ADV Item 5F
Total regulatory AUM
$84.6M
Discretionary AUM
$0
Non-discretionary AUM
$84.6M
Discretionary accounts
0
Non-discretionary accounts
13
Total accounts
13
AUM per client
$6.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$84.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

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

DateFieldFromToChange
Apr 1, 2026AUM$46,702,192$84,579,098increased by$37,876,906
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GROUP RMC” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GROUP RMC” 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.