SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
RCM Wealth Advisors
Chicago, IL
Know Your Options LLC, CRD 153641
Firm filing updated August 27, 2026 ·
- $388.8MAssets
- 830Clients
- 12Advisory staff
- 1,123Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals646
- High net worth individuals151
- Pension and profit sharing plans33
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 646 | $86.0 million |
| High net worth individuals | 151 | $121.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $181.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$388.8 million
- Accounts1,123
- Discretionary$176.8 million · 1,028 accounts
- Non-discretionary$212.0 million · 95 accounts
People
- Employees15
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients51 to 100
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Know Your Options LLC SEC-registered investment advisor. CRD 153641, SEC file 801-92177.
- Registered with the SEC as an investment advisor (status date on record: April 20, 2015).
Is RCM Wealth Advisors a fiduciary?
Short answer: RCM Wealth Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.