RMC FINANCIAL ADVISORS, LLC

Overview

RMC Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM model with hourly billing. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Industry relationships include affiliations with an accountant and an insurance company, which suggests coordination with tax and insurance specialists as part of client servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices