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RM SINCERBEAUX CAPITAL MANAGEMENT, LLC.

NEW YORK, NY · CRD 145159 · IAPD ↗ · 917-324-1603

$227.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. now reports custody of client assets ($6.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
March 2025 — RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. reported RAUM up 29% ($178.0M -> $230.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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