Richard Donald Peek
Investment adviser representative at Rwm Capital, LLC
10 yearsExperience
1 stateRegistered in
$222.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rwm Capital, LLCFeb 2023 to now
- Florida State UniversityJun 2025 to Jun 2025
- Helmsing Leach Law FirmAug 2022 to Feb 2023
- Park FirstDec 2021 to Aug 2022
- University of South Alabama Mitchell College of BusinessAug 2021 to May 2024
- All American HeroesApr 2021 to Jul 2021
- The Shark GymNov 2020 to Mar 2021
- Ronny's Car WashMar 2020 to Nov 2020
- UnemployedMay 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Rwm Capital, LLC
$222.4MAssets managed
1,439Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8111609
- Firm CRD
- 310635