RDM Capital Associates Inc

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Client assets under management

$154,824,778

Clients

126

39% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,228,768

About

RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. With roughly $164 million in discretionary assets under management and a two-advisor team, the firm primarily serves individual and high-net-worth clients and delivers ongoing portfolio management and access to third‑party managers.

RDM typically manages client accounts on a discretionary, household basis using proprietary asset‑allocation models and fundamental analysis, employing both active and passive strategies and third‑party sub‑advisers when appropriate. The firm emphasizes tax‑efficient placement across household accounts, attempts to convert legacy mutual fund holdings into lower‑cost share classes when feasible, and may use specialized instruments such as REITs, MLPs, or limited, targeted margin on a limited basis.

A distinctive feature is that the firm’s owners also serve as general partners of special purpose limited partnerships — including SUMMIT AFFILIATES CCHB FUND, SUMMIT AFFILIATES MEDICAL PROPERTIES FUND, and SUMMIT AFFILIATES MEDICAL PROPERTIES FUND II — and receive promote fees for those vehicles. Because of that affiliation, RDM discloses the conflict of interest, limits such investments to accredited investors, and states it will not recommend or solicit those investments on a discretionary basis.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing

Fee options

Percentage

$0+: 0.45% for fixed income-based accounts $0+: 1.5% for equity-based accounts $0+: Typically varies between 0.45% and 2% depending on assets and account complexity

Main office location

RDM Capital Associates Inc

263 Broad St

Red Bank NJ 07701, United States

Number of offices

Most active in

Florida · New Jersey · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 732-576-1671

Advisors at this firm

Alexander S

Series 63, Series 65

Red Bank, NJ

RDM Capital Associates Inc

Alexander Strauss is a financial advisor at RDM Capital Associates Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. and Sidoti & Company, LLC. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, including high-net-worth clients. The firm uses proprietary investment models combining fundamental analysis with active and passive strategies, focusing on tax-efficient portfolio construction and may act as a sponsor or general partner for certain real estate funds and special purpose vehicles.

Wealth management Passive / index investing Active portfolio management Real estate investing

Matthew L

CFP®, Series 65

Red Bank, NJ

RDM Capital Associates Inc

Matthew Larocca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RDM Capital Associates Inc, where he has worked since 2010. He is also a board member of Fair View Cemetery, a non-sectarian cemetery serving Monmouth County since 1855. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, employing proprietary investment models that combine fundamental analysis with both active and passive strategies. The firm also sponsors single-purpose limited partnerships and special purpose vehicles, including real estate funds available to accredited investors.

Wealth management Passive / index investing Active portfolio management Real estate investing

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