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Rdm Capital Associates Inc (Shrewsbury)


Rdm Capital Associates Inc is an adviser based in Shrewsbury. It manages $32.86 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

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

Rdm Capital Associates: assets under management

The assets under management (AUM) of Rdm Capital Associates Inc is $32.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $349.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rdm Capital Associates Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Shrewsbury

The principal office where Rdm Capital Associates Inc performs its advisory services is located at 1161 Broad St Ste 215, Shrewsbury, NJ 07702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-544-4707 or by fax 732-544-4705. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at blr@comcastwork.net.


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