RMG ADVISORS

RIASEC RegisteredEst. 2025
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$431K
Accounts
465
Employees
6
Advisory reps
3

Firm details

Headquarters
ROCKVILLE, Maryland
CRD number
122366
Registered since
March 19, 2025
Website
www.rmgadvisors.com
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83%
  • Individuals17%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

RMG Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that also selects outside managers. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm reports it is not an active ESG investor and does not identify as a multi-state adviser on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 19%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 5%, US Government Bonds 1%, State & Local Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds5%
  • US Government Bonds1%

Contacts

3 of 3

  • THIAGO GLIEGER

    Private Wealth AdvisorCRD 6326737

  • Benjamin Amos

    Financial PlannerCRD 8159260

  • JAMIE LAPIN

    President, Private Wealth AdvisorCRD 855217

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKVILLE, MD

MONTGOMERY

Location

ROCKVILLE, MD

Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
14 S Adams St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth