RMC INVESTMENT ADVISORS
SEC RegisteredA Personalized Approach to Goals-Based Investing
About the firm
RMC was established in 1984 to manage the wealth and resources of John G. Martin, the enterprising businessman and Chairman of Heublein, Inc. The firm has since evolved to deliver customized investment management and multigenerational financial planning for its clients, while maintaining the high level of service expected in a family office environment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services and multigenerational financial planning, with a personalized approach and an all-inclusive, transparent fee based on assets under management.
Who they serve
Individuals, families and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 186 | $68M |
| High Net Worth Individuals | 160 | $794M |
| Charitable Organizations | 2 | $7.2M |
| State/Municipal Entities | 7 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RMC INVESTMENT ADVISORS 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.
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