← Directory
RM INVESTMENT STRATEGIES, LLC
CRD 322828File 801-126515
APPROVED
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.9M
Bottom 25% of cohort (national)
Discretionary AUM
$21.9M
Clients
0
97 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2022
- Principal office
- 4981 CASCADE ROAD SE, SUITE C, GRAND RAPIDS, MI, 49546
- Phone
- (877) 803-6087
- Website
- https://www.riskmis.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.9M
- Discretionary AUM
- $21.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 97
- Non-discretionary accounts
- 0
- Total accounts
- 97
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $21.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.