CRD: 104674
RMC Investment Advisors
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-1984
- Office Locations
- 1
Office Locations
About RMC Investment Advisors
RMC Investment Advisors provides investment management for individuals, families, and institutions, pairing financial planning and portfolio construction with asset-allocation guidance. Public filings indicate portfolios are primarily ETF-based with meaningful fixed-income exposure (including investment-grade and municipal bonds). The firm publishes periodic market commentary and warns that any “recommendations” via social media are fraudulent impersonations.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL WILLIAM HERLIHY
Chief Executive Officer, President
- CRD
- #2220862
- Ownership
- 75% or more
WILLIAM THOMAS HERLIHY
Chief Compliance Officer, Chief Operating Officer, Director
- CRD
- #5944206
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Carter Egan Dizes
Analyst
- CRD
- #7326790
Logan Patrick French
--
- CRD
- #8029096
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $998,858,101 | $1,197,672 |
| Non-Discretionary | $68,298,866 | $2,203,189 |
| Total | $1,067,156,967 | $1,233,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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 |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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