Rimac
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Project-Based Financial Plan fees from $2,500 to $15,000 depending on scope and complexity, fixed fee.
$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
$200 to $450 per hour, negotiable based on complexity.
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
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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