Rimac logo

Rimac

Updated today

Client AUM

$21,733,103

Clients

32

Advisors

2

of 2 employees

About

Rimac Capital LLC is a small, state-registered advisory firm serving individuals, high‑net‑worth clients, and charitable organizations with discretionary and non‑discretionary portfolio management plus financial planning. The two‑advisor firm manages approximately $21.7 million for about 32 clients and offers planning on hourly, project‑based (six‑month) and ongoing bases with no account minimum.

The firm develops individualized investment policy statements and typically requests discretionary authority to implement portfolios guided by fundamental, cyclical and quantitative analysis as well as modern portfolio theory. Rimac’s investment program includes a mix of long‑ and short‑term trading and permits the use of margin, short sales and options alongside conventional securities, with advisory fees charged as a percentage of assets and billed quarterly in arrears.

Notable differences from many peers include a firm policy requiring clients to custody assets at Charles Schwab and reliance on custodian statements and third‑party software rather than proprietary written reporting to clients. Rimac also emphasizes project‑based planning that expires after the engagement period and explicit use of higher‑risk trading strategies (margin, short sales, options), which may be less common for firms of this size.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Project-Based Financial Plan fees from $2,500 to $15,000 depending on scope and complexity, fixed fee.

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001+: Negotiable

Project-based

$200 to $450 per hour, negotiable based on complexity.

Other

Fee-only: Comprehensive Financial Plan fixed fees range from $2,500 to $15,000 depending on scope and complexity; Hourly Financial Planning engagements range from $200 to $450 per hour, negotiable.

Main office

Bayonne NJ

Advisors at this office

2

Most active in

California · Florida · New Jersey · New York

Also doing business as

Rimac · Rimac Capital LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander M

Series 63, Series 65, Series 66

Bayonne, NJ

Rimac

Alexander Mac Knight is a financial advisor at Rimac Capital LLC with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes positions at UBS AG, Mizuho Securities USA Inc., and Upstart Network Inc. Rimac Capital LLC is a small, state-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm uses a mix of fundamental, cyclical, and quantitative analysis combined with modern portfolio theory, and employs higher-risk strategies such as margin, short sales, and options alongside conventional securities.

Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner
user avatar

Abel R

Series 65

Bayonne, NJ

Rimac

Abel Reyes is a financial advisor at Rimac Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Silicon Valley Bank and Pacific Western Bank. Reyes is involved with Bowery Realty, LLC, a passive real estate investment. Rimac Capital LLC is a small advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs a mix of fundamental, cyclical, and quantitative analysis, incorporating higher-risk trading strategies such as margin, short sales, and options.

Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner
View complete list of advisors at this firm
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