RM Adviser provides portfolio management for pooled vehicles.
RM Adviser reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($128M across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $128M | 100.0% | $64.1M |
| Total | 2 | $128M | 100% | $64.1M |
- Clients
- 2
- Regulatory AUM
- $128M
- AUM share
- 100.0%
- Avg. per client
- $64.1M
Total
- Clients
- 2
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $64.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
RM Adviser is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
RM Investor LLC owns 75% or more of RM Adviser and is in turn owned by RM Venture Partners LLC (75% or more). The leadership team of RM Adviser includes President Christopher Wideman and Chief Compliance Officer Tara Horne. It has 4 employees, 3 of them in advisory roles.
Leadership
- Christopher WidemanCEO and President of RM Adviser, LLC, Director, Realtymogul Apartment Growth Reit, Inc and Manager, Realtymogul Income Reit, LLC
- Tara HorneChief Compliance Officer
- Eric LevyManaging Director
- Kevin MoclairChief Accounting Officer
Staff
- 4 employees
- 3 in advisory functions
- Owns 75% or more of RM Adviser, LLC
RM Investor LLC
Control person · since November 2025
- Owns 75% or more of RM Investor LLC
RM Venture Partners LLC
Control person · since November 2025
RM Adviser’s regulatory assets grew from $111M (March 2021) to $128M (March 2026); clients fell from 3 to 2 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $128M | 2 | 4 | 2 |
| March 2025 | $143M | 2 | 5 | 3 |
| March 2024 | $175M | 2 | 6 | 2 |
| June 2023 | $180M | 2 | 5 | 2 |
| March 2022 | $145M | 3 | 5 | 1 |
| March 2021 | $111M | 3 | 3 | 1 |
Besides its headquarters, RM Adviser has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 333 S Garland Ave, Suite 1300, OrlandoHQ
Contact and registration details
- Legal name
- RM Adviser, LLC
- Headquarters
- 333 S Garland Ave, Suite 1300, Orlando, FL 32801
- Website
- realtymogul.com
- Phone
- 407-876-1702
- SEC file
- 801-108063
- Structure
- Delaware LLC
- Fiscal year end
- December
RM Adviser has custody of $143M in client assets for 2 clients.
How many clients does RM Adviser have?
RM Adviser has 2 clients and manages $128 million for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does RM Adviser offer?
RM Adviser provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does RM Adviser have?
RM Adviser has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns RM Adviser?
RM Adviser is owned through a holding company by RM Venture Partners LLC. Its direct owner is RM Investor LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does RM Adviser get paid?
RM Adviser is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RM Adviser?
RM Adviser’s main office is at 333 S Garland Ave, Suite 1300, Orlando, FL 32801. Its phone number is 407-876-1702. Its website is realtymogul.com.