Daphne, AL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RWM Capital, LLC
Team
Firm-wide stats for RWM Capital, LLC
About
Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee‑based discretionary investment management primarily to individual clients and high‑net‑worth individuals preparing for or in retirement. The firm offers comprehensive planning across income, estate, tax, risk, medical and legacy topics, retirement plan rollover guidance, and ongoing portfolio management billed as a percentage of assets under management.
The firm constructs tailored asset allocations for each client and typically implements portfolios using model portfolios and sub‑advisers — for example Foundations Investment Advisors and models from Cabana Asset Management, Frontier Wealth Management, Morningstar Investment Management, and BlackRock Solutions — while supervising client relationships and rebalancing. Roberts Wealth Management also employs third‑party quantitative algorithms for tactical allocation and target‑volatility (strategic) rebalancing, with continuous monitoring and periodic rebalancing of client accounts.
Compared with many team firms, Roberts Wealth Management maintains an uncommon multi‑office structure (eight offices) while managing roughly $222 million with 12 advisors and about 1,437 client relationships. Its operating model — combining multi‑office scale, reliance on outside model providers and sub‑advisers, and the use of algorithmic allocation tools and AI‑assisted meeting processes — differentiates its service delivery from many peers.
Based on RWM Capital, LLC
Expertise
Based on RWM Capital, LLC
Location
9808 Millwood Circle, Suite A
Daphne AL 36527
Advisors at this office
2
Advisors at this office
Alan B
CFP®, Series 63, Series 65
Daphne, AL
RWM Capital, LLC
Alan Bradley is a CFP® with 19 years of industry experience, currently serving at RWM Capital, LLC. His prior roles include positions at Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he is an independent insurance agent providing insurance and annuity planning services. Roberts Wealth Management (RWM Capital, LLC) delivers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement and comprehensive planning. The firm combines tailored asset allocations with model portfolios, sub-advisers, and algorithm-driven rebalancing across multiple offices and manages approximately $222 million in assets.
Brennan K
Series 65
Daphne, AL
RWM Capital, LLC
Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations and a combination of model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage approximately $222 million in assets.
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