RM Sincerbeaux Capital Management, LLC.

R.M. Sincerbeaux Capital Management provides discretionary investment management to high‑net‑worth individuals, trusts, estates and their families, assembling and managing equity and fixed‑income portfolios and overseeing IRA accounts. The firm does not participate in wrap fee programs and generally arranges custody and execution through established brokerage relationships.

The firm relies on fundamental research from multiple sources and pursues a patient, long‑term equity approach focused on dividend growth and capital appreciation, typically holding concentrated portfolios of 15–25 companies with low turnover and tax‑aware loss harvesting. Fixed‑income holdings are structured in a laddered maturity schedule and the adviser may employ conservative option strategies such as covered calls and protective puts as risk‑management tools.

RMSCM is notable for managing roughly $227 million for a very small client roster, producing an unusually high level of assets per advisor and concentrating its work on high‑net‑worth households rather than a broader individual client base. Many client accounts remain at and transact through Goldman Sachs under longstanding arrangements, which influences the firm’s execution, research access and custodial relationships.