Rm Investment Strategies, Llc
- Regulatory AUM
- $21.9M
- Discretionary
- $21.9M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 97
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 clients | $21.9M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stuart James Campbell | Managing Member | Jan 2016 (11y) | ≈ 37.5% – 75% via Campbell Wealth Advisors, Llc | |
| John Michael Timmermans | Manager/Cco | Jan 2021 (6y) | ≈ 12.5% – 37.5% via Luminist Holdings, Llc | |
| Justin John Biebel | Member | Jan 2021 (6y) | ≈ 12.5% – 37.5% via Luminist Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Campbell Wealth Advisors, Llc | Owner | Jan 2023 | A | 50% – 75% |
| Luminist Holdings, Llc | Owner | Jan 2023 | A | 50% – 75% |
| The Gearhart 2009 Irrevocable Trust | Member | Jan 2021 | B | ≈ 12.5% – 37.5% via Luminist Holdings, Llc |
| The Stanley Group, Llc | Member | Jan 2021 | B | ≈ 12.5% – 37.5% via Luminist Holdings, Llc |
Estimated effective ownership (look-through of filed bands):
- Stuart James Campbell: 75% – 100% of Campbell Wealth Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- John Michael Timmermans: 25% – 50% of Luminist Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Justin John Biebel: 25% – 50% of Luminist Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- The Gearhart 2009 Irrevocable Trust: 25% – 50% of Luminist Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- The Stanley Group, Llc: 25% – 50% of Luminist Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $21.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗