Rmdr Advisors, Inc.

Overview

Rmdr Advisors, Inc. is a small independent advisory corporation that focuses on serving individual and family clients. The firm has provided advisory services since 2007 and combines portfolio management with insurance brokerage and the publication of client-facing periodicals or newsletters. Its business model relies primarily on discretionary portfolio management across a concentrated set of pooled public vehicles, supplemented by insurance products and alternative real estate exposure sourced through third‑party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project or planning work. Rmdr Advisors does not identify as an active ESG investor and is not listed as a multi-state adviser in its snapshot, even though it maintains physical offices in more than one state. The firm is owned by an individual and is classified as unclassified for regulatory categorization. It does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices