SourcingSourcing

RM INVESTMENT STRATEGIES, LLC

C44
CRD 322828·SEC 801-126515·GRAND RAPIDS, MI
AUM
$21.9M
<$25M
Est. Revenue
$219K
@ 1% on AUM
Est. EBITDA
$66K
@ 30% margin
Est. Deal Value
$526K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RM INVESTMENT STRATEGIES, LLC
CRD
322828
SEC file #
801-126515
EIN
—
DBA names
—

Economics

AUM
$21.9M
AUM band
<$25M
AUM trajectory
'25'26
$25.6M → $21.9M▼ -14%
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
riskmis.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMPBELL WEALTH ADVISORS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CAMPBELL WEALTH ADVISORS, LLC
LUMINIST HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RISKMIS.COM
Rdap Domain Creation Date
2022-07-12T17:48:22Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-12T17:48:22Z
Rdap Domain Last Changed
2025-07-13T10:04:11Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
TIMMERMANS, JOHN, MICHAEL
IAR · Executive Officer · 2.5%
6546899
BIEBEL, JUSTIN, JOHN
IAR
2778752