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
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 a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, and it does not position itself as a multi-state or ESG specialist. Its asset mix and custodial choices indicate a preference for liquid holdings and direct market access, while the presence of performance fees and private placement activity point to select use of less liquid, higher-conviction opportunities for eligible clients. The business model is client-focused and limited in scale: advisory activity is centered on personalized portfolio management rather than institutional mandates or broad capital allocation across outside managers. Given the firm’s size and the account-level fee structure, strategies are likely implemented on a per-client basis rather than through pooled turnkey funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth