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GROUP RMC INVESTMENT ADVISOR LLC

NEW YORK, NY · CRD 318504 · IAPD ↗ · grouprmc.com · 917-503-9730

$84.6MRegulatory AUM
2Advisory reps
2Employees
6Clients
n/aPlanning clients
13Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — GROUP RMC INVESTMENT ADVISOR LLC reported RAUM up 81% ($46.7M -> $84.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — GROUP RMC INVESTMENT ADVISOR LLC reported RAUM up 64% ($28.4M -> $46.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
December 2024 — GROUP RMC INVESTMENT ADVISOR LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
February 2024 — GROUP RMC INVESTMENT ADVISOR LLC (NEW YORK, NY) is newly SEC-registered with $28.4M RAUM and 2 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.