$245.4M Total AUM
$236.7M Disc. AUM
12.0% 3Y CAGR
4 Employees
402 ADV. Clients
6 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2019
- Office Locations
- 2
Office Locations
362 US Route ONE Falmouth ME
-- Delray Beach FL
About RM Financial Services, LLC
RM Financial Services, LLC is an SEC-registered investment adviser based in Falmouth, Maine providing investment management plus life, retirement, and legacy planning. The firm also offers corporate and nonprofit investment services. Portfolios commonly use mutual funds and ETFs, and relationships are supported with client account access; custody includes Charles Schwab.
Team overview
-- AVG AGE
$81.8M AVG AUM / ADVISOR
$610.4K AVG AUM / CLIENT
5.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK LAWRENCE MACLEOD
Managing Member, President
- CRD
- #3150711
- Ownership
- 50% but less than 75%
Available
Available
Available
A
AARON PIKE RUGH
Chief Executive Officer, Director
- CRD
- #2364853
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,736,826 | $242,807 |
| Non-Discretionary | $8,655,056 | $1,731,011 |
| Total | $245,391,882 | $250,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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