Rwm Capital, LLC
● SEC registered since 2020CRD 310635SEC# 801-119513Sugar Land, TX
Reg. AUM
$222.4M
Employees
63
Accounts
2,731
Location
Sugar Land, TX
Rwm Capital, LLC assets under management
Rwm Capital, LLC is a registered investment adviser overseen by the SEC based in Sugar Land, TX. The firm has been registered since 2020. It reports $222.4 million in regulatory assets under management and employs 63 people.
Rwm Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Liza Mae Espiritu Control | Chief Compliance Officer | Under 5% | 2023 |
| Paul Edward Roberts Control | Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Rwm Capital, LLC manage?
Rwm Capital, LLC reports $222.4 million in regulatory assets under management on its Form ADV.
How many employees does Rwm Capital, LLC have?
Rwm Capital, LLC reports 63 employees.
Where is Rwm Capital, LLC located?
Rwm Capital, LLC is based in Sugar Land, TX and has been SEC-registered since 2020.
Does Rwm Capital, LLC disclose fund performance?
Rwm Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1650 Highway 6, Suite 250, Sugar Land, TX 77478 |
| Phone | 832-981-7000 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.4M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$222.4Mregulatory AUM
Discretionary $222.4M