RMA Capital Management, LLC

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$141K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
314811
Website
rmacap.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI62.46%
  • Individuals37.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RMA Capital Management, LLC is an independent registered investment adviser organized as a limited liability company under individual ownership. The firm focuses on portfolio management for individuals, families and small businesses and operates on a fee model that combines a percentage-of-assets-under-management charge with the ability to assess performance-based fees. It does not characterize itself as a capital allocator, is not a multi-state adviser, and is not marked as an active ESG investor. Regulatory details are limited in the available data; the year of SEC registration is not provided. The adviser’s business activity centers on discretionary portfolio management rather than offering broad institutional or pension consulting services.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 72%, Exchange Traded Equities 28%72%
  • Cash & Cash Equivalents72%
  • Exchange Traded Equities28%

Contacts

1 of 1
  • Rui Ma

    PartnerCRD 5356757

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth