Rmg Capital Advisors LLC (Plano)


Rmg Capital Advisors LLC is a large advisory firm based in Plano. It manages $110.59 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Rmg Capital Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rmg Capital Advisors: assets under management

The assets under management (AUM) of Rmg Capital Advisors LLC is $110.59 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.54 million in discretionary accounts and $44.17 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $778.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $44.17 thousand.
Rmg Capital Advisors has custody of $348.33 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rmg Capital Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plano

The principal office where Rmg Capital Advisors LLC performs its advisory services is located at 5700 Granite Pkwy, Plano, TX 75024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-387-6025 or by fax 214-291-5784. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.

Registered investment advisers similar to Rmg Capital Advisors LLC