RLMS BUSINESS CONSULTANTS

Overview

Rlms Business Consultants operates as a sole proprietorship focused on discretionary portfolio management for individuals, small businesses and select business or institutional clients. The firm favors equity exposure, with its filings indicating a clear tilt toward non-exchange traded equities as the primary asset type. Rlms Business Consultants charges clients by a percentage of assets under management and also uses hourly fees for certain engagements, reflecting a mix of ongoing advisory relationships and project-based work. The adviser does not act as a capital allocator or run registered funds; instead, it sources third-party managers where appropriate. Rlms Business Consultants is not positioned as an ESG-focused manager and is not registered as a multi-state adviser, which suggests a client base concentrated within a limited geographic footprint. Given the small scale of the business, investment decisions are likely to be made at the individual/advisor level rather than through a large committee structure.

Assets & Accounts

Investments & Alternatives

Location & Offices