Railroad Street Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Railroad Street Wealth Management provides investment advisory services to individuals and high‑net‑worth clients and offers customized investment management with financial planning available upon request. The firm constructs portfolios using individual stocks and fixed‑income securities and may also employ ETFs, mutual funds and options to manage risk or generate income.
Investment decisions are guided by a tactical, rules‑based methodology that uses Dynamic Asset Level Investing (DALI) and Point & Figure relative‑strength analysis to rank asset classes and inform portfolio construction. Portfolios are primarily long‑term focused but the firm will buy, sell, or reallocate positions held less than one year when tactical signals or client objectives warrant, and it offers both discretionary and non‑discretionary service arrangements.
As of December 31, 2023 the firm reported $29,841,730 in regulatory assets under management, with $2,639,101 managed on a discretionary basis and $27,202,629 reported as non‑discretionary, a predominance of non‑discretionary assets that is less common among independent advisers. The firm also maintains legacy wrap‑account clients who are being transitioned into its non‑wrap service, indicating a past role in wrap fee programs despite not currently sponsoring a wrap program.
Client services
Expertise
Fee options
$0 - $500,000.99: 1.25% $500,001.00 - $1,000,000.99: 1.00% $1,000,001.00+: 0.85%
Account minimum: $250,000
Main office
Odenton MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Railroad Street Wealth Management LLC · Railroad Street Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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