RPM Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,667,650
Clients
140
Advisors
3
across 2 offices
About
RPM Capital Management offers discretionary portfolio management focused on high-yield tax-exempt municipal bonds and selective dividend-paying equities. Its clients are predominantly individuals and their affiliated trusts, foundations, and family offices, and the firm serves accredited investors.
The firm emphasizes origination, underwriting, and ongoing monitoring of municipal bond investments, supplemented by a selective equity sleeve chosen for dividend characteristics and low institutional ownership. RPM manages accounts mainly on a discretionary basis and provides regular performance and allocation reporting to clients through a BlackDiamond investor portal alongside custodian statements.
Noteworthy aspects include RPM’s active participation in bond origination and in-house due diligence, for which it may receive diligence fees when acting on origination teams—a practice disclosed in the brochure as a potential conflict of interest. The firm is led by a single principal and operates with a small team, concentrating on a niche municipal-bond strategy rather than a broad multi-advisor platform.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% $10,000,001+: 0.90%
Account minimum: $500,000
Main office
See officeCorona Del Mar CA
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Advisors at this firm
Michele N
Series 65
Corona Del Mar, CA
RPM Capital Management, LLC
Michele Newland is a Series 65-licensed advisor at RPM Capital Management, LLC, with nine years of industry experience. She has been with RPM Capital Management since 2012. RPM Capital Management specializes in discretionary portfolio management focused on high-yield tax-exempt municipal bonds and select dividend-paying equities. The firm serves primarily individual clients, their affiliated trusts, foundations, and family offices, emphasizing origination and due diligence within a niche municipal bond strategy.
Stacy G
Series 63, Series 66
Hackensack, NJ
RPM Capital Management, LLC
Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC with 38 years of industry experience. She held a position at Herbert J Sims from 2012 to 2024 before joining RPM Capital Management in 2025. Goldsmith holds Series 63 and Series 66 designations. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selected dividend-paying equities. The firm primarily serves individual clients, their affiliated trusts, foundations, and family offices, emphasizing municipal bond origination, underwriting, and ongoing monitoring.
Paul M
Series 63, Series 65
Corona Del Mar, CA
RPM Capital Management, LLC
Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.
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”)