RFM Investment Advisor

Overview

RFM Investment Advisor is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm delivers a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of outside advisers, alongside educational seminars and workshops. Its fee model is flexible: percentage of AUM, hourly engagements and fixed-fee arrangements are all used depending on client needs. Investment activity from the firm shows a clear preference for equities. The ADV indicates a bias toward exchange-traded instruments as the primary vehicle for implementing portfolio exposures. RFM also performs adviser selection for outsourced managers when appropriate, which suggests a willingness to blend internally managed strategies with third-party solutions to meet client objectives. The firm is not an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Location & Offices