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
About Rm Investment Strategies
RM Investment Strategies provides advisors access to institutional risk-managed portfolios through Sherman Portfolios resources. It offers an advisor-built platform for delivering risk-managed investment strategies.
Summary based on the firm’s website.
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 |
| John Michael Timmermans Control | Member | 25-50% | 2021 |
| Justin John Biebel Control | Member | 25-50% | 2021 |
| Stuart James Campbell Control | Managing Member | Over 75% | 2016 |
| The Gearhart 2009 Irrevocable Trust Control | Member | 25-50% | 2021 |
| The Stanley Group, LLC Control | Member | 25-50% | 2021 |
Frequently 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$21.9Mregulatory AUM
Discretionary $21.9M