Rmdr Advisors, Inc. (Houston)

Rmdr Advisors, Inc. is a large advisory firm based in Houston. It manages $152.31 million of regulatory assets for 827 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Texas and Utah.

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

Rmdr Advisors: assets under management

The assets under management (AUM) of Rmdr Advisors, Inc. is $152.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 184% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $152.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.17 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 82% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 6% of the firm’s portfolio. Investments in non-exchange traded securities form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rmdr Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert John Geary serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert John Geary is high net worth individuals with 54 clients and $83.1 million of assets under management. Among the 10 most similar advisory firms, Rmdr Advisors has the 5th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $152.31 million for 304 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rmdr Advisors doesn't advise any private funds.

Careers at Rmdr Advisors, Inc.

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert John Geary has been acting as President since 1 May 1985. Evelyn Jeanneatte Geary joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Geary	President/chief compliance officer	1 May 1985	75% - 100%	852622
Evelyn Jeanneatte Geary	Secretary/treasurer	1 Sep 1985	Other	4518978

Based in Houston

The principal office where Rmdr Advisors, Inc. performs its advisory services is located at 4224 Judson Avenue, Houston, TX 77005 1927, which is also the mailing address of the firm. An additional office of the firm is in Park City, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-661-3183 or by fax 713-661-6329. The normal business hours are by appointment only on Monday - Friday.