A complete list of active advisors currently associated with RDM Capital Associates Inc

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RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. With roughly $164 million in discretionary assets under management and a two-advisor team, the firm primarily serves individual and high-net-worth clients and delivers ongoing portfolio management and access to third‑party managers. RDM typically manages client accounts on a discretionary, household basis using proprietary asset‑allocation models and fundamental analysis, employing both active and passive strategies and third‑party sub‑advisers when appropriate. The firm emphasizes tax‑efficient placement across household accounts, attempts to convert legacy mutual fund holdings into lower‑cost share classes when feasible, and may use specialized instruments such as REITs, MLPs, or limited, targeted margin on a limited basis. A distinctive feature is that the firm’s owners also serve as general partners of special purpose limited partnerships — including SUMMIT AFFILIATES CCHB FUND, SUMMIT AFFILIATES MEDICAL PROPERTIES FUND, and SUMMIT AFFILIATES MEDICAL PROPERTIES FUND II — and receive promote fees for those vehicles. Because of that affiliation, RDM discloses the conflict of interest, limits such investments to accredited investors, and states it will not recommend or solicit those investments on a discretionary basis.

To learn more about the advisors currently working at RDM Capital Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.