A complete list of active advisors currently associated with RPM Capital Management, LLC

Warmer can help you find a great advisor at RPM Capital Management, LLC or one who fits your needs even better.

RPM Capital Management manages approximately $74.3 million in discretionary assets and provides portfolio management focused on high‑yield tax‑exempt municipal bonds and selected dividend‑paying equities for accredited investors and individual clients, including affiliated trusts, foundations, and family offices. The firm typically requires a $500,000 account minimum (waivable) and offers its services primarily on a discretionary basis through a Bond Program and a legacy Blend Program. The firm’s investment approach emphasizes origination, structuring, proprietary due diligence, and ongoing monitoring of tax‑exempt municipal bond offerings, supplemented by fundamental equity selection that favors dividend payers and stocks with lower institutional ownership rather than algorithmic selection. RPM discloses that it may participate on origination/due diligence teams and that related diligence fees can be incorporated into bond pricing, and it describes internal standards and compliance procedures intended to address the resulting conflicts of interest. Noteworthy for a firm of its size, RPM is led by a single principal and operates with a small professional team, concentrating responsibility for sourcing and monitoring niche bond investments. The firm also publishes or advertises performance results more openly than most peers and explicitly discloses potential conflicts tied to receiving diligence fees when acting on bond originations, factors prospective clients should weigh alongside custodial reporting and reliance on a limited number of key personnel.

To learn more about the advisors currently working at RPM Capital Management, LLC, 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.