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RDM CAPITAL ASSOCIATES INC

RED BANK, NJ · CRD 106941 · IAPD ↗ · 732-576-1671

$164.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — RDM CAPITAL ASSOCIATES INC reported RAUM up 29% ($127.6M -> $164.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — RDM CAPITAL ASSOCIATES INC (RED BANK, NJ) is newly SEC-registered with $107.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.