AdFi
RA

RM Adviser, LLC

SEC Registered

Build Your Real Estate Portfolio

Orlando, FLhttps://realtymogul.com (website for realty mogul, co., the parent company of rm adviser, llc)(407) 876-1702
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
2

About the firm

RealtyMogul is an investment platform whose team of real estate professionals search the US to find compelling investment opportunities with different levels of risk-adjusted returns, offering members access to private placements, 1031 Exchange properties, and Real Estate Investment Trusts (REITs).

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Commercial Real EstateREITs1031 ExchangePrivate PlacementsReal Estate InvestingPortfolio DiversificationIncome Investing

Services

Access to private market offerings including private placements, 1031 Exchange properties, and REITs; investment in professionally managed commercial real estate properties; detailed due diligence review of sponsors, business plans, and properties; customer service and asset management support.

Who they serve

Investors seeking to diversify their portfolios with real estate investments, including members looking for income-generating commercial real estate opportunities.

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans2$128M
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Co. Realty Mogul
SOLE MEMBER
Jilliene Paige Helman
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND SECRETARY
Eric Levy
ASSISTANT VICE PRESIDENT/PORTFOLIO MANAGER
Lp Canaan Ix
DIRECT OWNER
Michael Joseph Schoellhammer
MANAGING DIRECTOR

Office locations

1 office in 1 state
FL
OrlandoHQ

Regulatory & compliance

CRD number
#283877
SEC Number
801-108063
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Minimum: $5,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RM Adviser, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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RM Adviser, LLC in Orlando, FL | AdvisorFinder