RMA Capital Management, LLC

RMA Capital Management provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates and small business entities, managing assets directly in clients’ custodial brokerage accounts. The firm conducts suitability reviews and offers clients a choice between a standard asset‑based management fee or, for SEC‑defined qualified clients, an alternative performance‑based fee schedule.

The firm follows a value investing methodology that emphasizes identifying businesses to hold long term and constructing relatively concentrated portfolios of publicly traded securities. It executes trades in client accounts and, as part of its implementation, may sell listed options, initiate limited short positions, and use margin or other borrowing when the strategy supports those trades.

Compared with many independent advisers, RMA is notable for offering performance‑based compensation (a 20% performance fee above a high‑water mark with a stated hurdle) and for explicitly permitting the use of leverage and derivatives in separately managed accounts. The brochure also discloses that the firm’s principal runs a separate AI software venture focused on investment research, and the firm limits clients to those whose objectives align with its long‑term, concentrated value approach.