RIM Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,000
Clients
8
Advisors
1
of 1 employees
About
RIM Group provides investment advisory and portfolio management services to a mix of individuals, personal trusts and estates, charitable organizations, and institutional clients including corporations, endowments and retirement plans. The firm also offers bond and public finance advisory and business advisory services such as assistance with financing and transactional matters.
The firm follows a structured process of detailed fact‑finding, documenting investment policy statements where appropriate, ongoing monitoring against benchmarks, and implementing strategies either directly or through third‑party money managers. RIM Group reports managing approximately $1.66 million in client assets, with roughly $1.47 million held on a non‑discretionary basis, and it discloses that clients may be billed under various arrangements including an option for performance‑based fees.
Noteworthy for a single‑advisor independent firm, RIM Group accepts institutional and investment‑company type clients and undertakes pension consulting and public finance work in addition to retail portfolios. The firm’s principal maintains a separate licensed insurance and broker/agent practice that can generate commission‑based business under separate agreements, and the principal’s educational and charitable activities support occasional seminars or workshops for clients and community groups.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,250,000: 1.25% annually $1,250,001 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually
Commissions received only in separate insurance agent capacity, not for advisory services
Performance-based fees offered pursuant to separate amendment to advisory agreement
Minimum fee: $250 minimum annual fee; $500 minimum annual fee for actively traded/options accounts Fee-only: Fee-only compensation based on assets under management; no commissions received for advisory accounts
Main office
25 Wallace Avenue #5
Indianapolis IN 46201
Advisors at this office
1
Most active in
Indiana
Also doing business as
Reed Investment Management, LLC · Rim Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)