Rfm Financial Solutions, LLC
● SEC registered since 2019CRD 124468SEC# 801-116713Mt. Pleasant, MI
Reg. AUM
$260.1M
Employees
6
Accounts
979
Location
Mt. Pleasant, MI
Rfm Financial Solutions, LLC assets under management
Rfm Financial Solutions, LLC is an SEC-registered investment adviser based in Mt. Pleasant, MI. The firm has been registered since 2019. It reports $260.1 million in regulatory assets under management and employs 6 people.
Rfm Financial Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Eugene Harter Control | Chief Compliance Officer & Managing Member | Under 5% | 1999 |
| Robert F. Murray & Company, Certified Public Accountants, P.C. Control | Parent Company | Over 75% | 1999 |
| Michael Eugene Harter Control | Shareholder | 50-75% | 2023 |
Frequently asked questions
How much does Rfm Financial Solutions, LLC manage?
Rfm Financial Solutions, LLC reports $260.1 million in regulatory assets under management on its Form ADV.
How many employees does Rfm Financial Solutions, LLC have?
Rfm Financial Solutions, LLC reports 6 employees.
Where is Rfm Financial Solutions, LLC located?
Rfm Financial Solutions, LLC is based in Mt. Pleasant, MI and has been SEC-registered since 2019.
Does Rfm Financial Solutions, LLC disclose fund performance?
Rfm Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 805 N. Brown St., Mt. Pleasant, MI 48858 |
| Phone | 989.772.1209 |
| Fax | 989.772.5352 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.1MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$260.1Mregulatory AUM
Discretionary $196.6MNon-discretionary $63.5M