{"url":"https://nivawealth.com/firms/rm-adviser-283877","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283877","regulatoryAum":128254277,"crd":"283877","history":[{"filedOn":"2021-03-29","regulatoryAum":110987087,"clients":3,"employees":3,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":144849340,"clients":3,"employees":5,"offices":1},{"filedOn":"2023-06-30","regulatoryAum":179925598,"clients":2,"employees":5,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":175099507,"clients":2,"employees":6,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":143458540,"clients":2,"employees":5,"offices":3},{"filedOn":"2026-03-30","regulatoryAum":128254277,"clients":2,"employees":4,"offices":2}],"secFileNumber":"801-108063","legalName":"RM Adviser, LLC","displayName":"RM Adviser","slug":"rm-adviser-283877","website":"https://realtymogul.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"333 S Garland Ave, Suite 1300","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":[],"registration":{"secApproved":"15 July 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":128254277,"discretionary":128254277,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":128254277}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"RM Adviser has custody of $143M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Wideman","title":"CEO and President of RM Adviser, LLC, Director, Realtymogul Apartment Growth Reit, Inc and Manager, Realtymogul Income Reit, LLC","crd":"8202953"},{"name":"Tara Horne","title":"Chief Compliance Officer","crd":"6090958"},{"name":"Eric Levy","title":"Managing Director","crd":"5402013"},{"name":"Kevin Moclair","title":"Chief Accounting Officer","crd":"5751177"}],"ownership":[{"label":"RM Investor LLC","detail":"Sole member in the 75% or more ownership band and a control person, since November 2025."},{"label":"RM Venture Partners LLC","detail":"Indirect owner: a sole member of RM Investor LLC in the 75% or more band and a control person, since November 2025.","parent":"RM Investor LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"333 S Garland Ave, Suite 1300","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-876-1702","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283877/PDF/283877.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does RM Adviser have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RM Adviser offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does RM Adviser have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RM Adviser?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RM Adviser get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RM Adviser?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}