RDM CAPITAL ASSOCIATES INC

Overview

RDM Capital Associates Inc. is an independent, SEC-registered registered investment adviser (registered in 2024) that provides fee-based portfolio management and financial planning to individuals, families and institutional clients. The firm operates primarily as a discretionary manager, using a percentage-of-AUM fee model to manage client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for business or institutional accounts. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the dominant allocation within its separately managed accounts. RDM Capital also acts in sponsor/GP/manager roles for pooled investment vehicles, signalling that it not only advises on third‑party products but can package and manage private pooled strategies for certain clients. The adviser does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices