A complete list of active advisors currently associated with Rimac

Warmer can help you find a great advisor at Rimac or one who fits your needs even better.

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.

To learn more about the advisors currently working at Rimac, 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.