{"url":"https://nivawealth.com/firms/rmdr-advisors-118473","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/118473","regulatoryAum":193166185,"crd":"118473","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"852622","suffix":null,"lastName":"GEARY","firstName":"ROBERT","middleName":"JOHN"},{"crd":"1521626","suffix":null,"lastName":"ZABRISKIE","firstName":"STEVEN","middleName":"ARTHUR"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-29","regulatoryAum":184516445,"clients":241,"employees":4,"offices":4},{"filedOn":"2022-03-14","regulatoryAum":203350893,"clients":224,"employees":3,"offices":3},{"filedOn":"2023-03-13","regulatoryAum":175559785,"clients":224,"employees":3,"offices":2},{"filedOn":"2024-03-08","regulatoryAum":184242565,"clients":208,"employees":3,"offices":2},{"filedOn":"2025-03-21","regulatoryAum":180242050,"clients":197,"employees":3,"offices":2},{"filedOn":"2026-03-16","regulatoryAum":193166185,"clients":180,"employees":3,"offices":2}],"secFileNumber":"801-68095","legalName":"RMDR Advisors, Inc.","displayName":"RMDR Advisors","slug":"rmdr-advisors-118473","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"16 July 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1073145.4722222222,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":193166185,"discretionary":193166185,"discretionaryAccounts":488,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":111,"regulatoryAum":38433883},{"label":"High-net-worth individuals","clients":69,"regulatoryAum":154732302}],"feePrograms":[{"role":"main","program":"Management fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019809","versionId":1019809,"ratePeriod":"not_stated","fee_billing":null,"submittedOn":"2026-03-16","documentName":"RMDR ADVISORS, INC. FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Hourly investment consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019809","versionId":1019809,"submittedOn":"2026-03-16","documentName":"RMDR ADVISORS, INC. FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:28:45.827599+00:00","documents":[{"name":"RMDR ADVISORS, INC. FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019809","versionId":1019809,"submittedOn":"2026-03-16"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":190537220}],"custodyNote":"RMDR Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Geary","title":"President/Chief Compliance Officer","crd":"852622"},{"name":"Evelyn Geary","title":"Secretary/Treasurer","crd":"4518978"}],"ownership":[{"label":"Robert Geary","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since May 1985."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-661-3183","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":1,"detail":"FS CR Real Estate Income TR Inc, Gel"}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/118473/PDF/118473.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019809","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does RMDR Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RMDR Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does RMDR Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RMDR Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RMDR Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RMDR Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RMDR Advisors?","answer":"RMDR Advisors’ direct owner is Robert Geary (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RMDR Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RMDR Advisors?","answer":"Its phone number is 713-661-3183.","source":"Form ADV Part 1A, Item 1.F, filed 16 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."}