RMDR Advisors provides portfolio management for individuals and small businesses and publishing newsletters.
RMDR Advisors reports 180 clients. They include 111 individual clients and 69 high-net-worth individuals. Of its assets, 100.0% ($193M across 488 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 20% |
| High-net-worth individuals | 38% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $38.4M | 19.9% | $346K |
| High-net-worth individuals | 69 | $155M | 80.1% | $2.24M |
| Total | 180 | $193M | 100% | $1.07M |
- Clients
- 111
- Regulatory AUM
- $38.4M
- AUM share
- 19.9%
- Avg. per client
- $346K
- Clients
- 69
- Regulatory AUM
- $155M
- AUM share
- 80.1%
- Avg. per client
- $2.24M
Total
- Clients
- 180
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $1.07M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
RMDR Advisors charges up to 1.00% for its Management fee. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly investment consulting
- Hourly investment consulting fees are $150 to $200 per hour where fees are not deducted from an investment account, due on completion of the services.
Robert Geary owns 75% or more of RMDR Advisors. The leadership team of RMDR Advisors includes President Robert Geary. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of RMDR Advisors, Inc.
Robert Geary
Control person · since May 1985
RMDR Advisors’ regulatory assets went from $185M (April 2021) to $193M (March 2026); clients fell from 241 to 180 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $193M | 180 | 3 | 2 |
| Mar 2025March 2025 | $180M | 197 | 3 | 2 |
| Mar 2024March 2024 | $184M | 208 | 3 | 2 |
| Mar 2023March 2023 | $176M | 224 | 3 | 2 |
| Mar 2022March 2022 | $203M | 224 | 3 | 3 |
| Apr 2021April 2021 | $185M | 241 | 4 | 4 |
Besides its headquarters, RMDR Advisors has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- RMDR Advisors, Inc.
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 713-661-3183
- SEC file
- 801-68095
- Structure
- Texas corporation
- Fiscal year end
- December
RMDR Advisors’ named custodian for separately managed accounts is Fidelity ($191M). RMDR Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $191M100%
At year end, RMDR Advisors’ separately managed accounts were mostly in funds (76%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds76%
- Bonds1%
- Cash10%
- Other1%
- Fs cr real estate income tr inc, gel1%
How many clients does RMDR Advisors have?
RMDR Advisors has 180 clients and manages $193 million for them, as of March 2026. They include 111 individual clients and 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does RMDR Advisors offer?
RMDR Advisors provides portfolio management for individuals and small businesses and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RMDR Advisors charge?
RMDR Advisors charges up to 1.00% for its Management fee. The brochure does not state whether the rate is annual. The fee is negotiable.
Source: RMDR ADVISORS, INC. FORM ADV PART 2A, filed 16 March 2026
Which custodians does RMDR Advisors use?
RMDR Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $191M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does RMDR Advisors have?
RMDR Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RMDR Advisors invest in?
At the end of its last fiscal year, RMDR Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 10% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: FS CR Real Estate Income TR Inc, Gel.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RMDR Advisors?
RMDR Advisors’ direct owner is Robert Geary (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does RMDR Advisors get paid?
RMDR Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 RMDR Advisors?
Its phone number is 713-661-3183.