Rm Investment Strategies, LLC
● SEC registered since 2022CRD 322828SEC# 801-126515Grand Rapids, MI
Reg. AUM
$21.9M
Employees
3
Accounts
97
Location
Grand Rapids, MI
Rm Investment Strategies, LLC assets under management
Rm Investment Strategies, LLC is an SEC-registered investment adviser based in Grand Rapids, MI. The firm has been registered since 2022. It reports $21.9 million in regulatory assets under management and employs 3 people.
Rm Investment Strategies, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Campbell Wealth Advisors, LLC Control | Owner | 50-75% | 2023 |
| John Michael Timmermans Control | Manager/Cco | Under 5% | 2022 |
| Luminist Holdings, LLC Control | Owner | 50-75% | 2023 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rm Investment Strategies, LLC manage?
Rm Investment Strategies, LLC reports $21.9 million in regulatory assets under management on its Form ADV.
How many employees does Rm Investment Strategies, LLC have?
Rm Investment Strategies, LLC reports 3 employees.
Where is Rm Investment Strategies, LLC located?
Rm Investment Strategies, LLC is based in Grand Rapids, MI and has been SEC-registered since 2022.
Does Rm Investment Strategies, LLC disclose fund performance?
Rm Investment Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4981 Cascade Road SE, Suite C, Grand Rapids, MI 49546 |
| Phone | (877) 803-6087 |
| Office hours | 9:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$21.9M▼ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$21.9Mregulatory AUM
Discretionary $21.9M