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Robert Jeffrey Kirby

Investment adviser representative at Rwm Capital, LLC
38 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

38 years in the industry.

  1. Rwm Capital, LLCFeb 2026 to now
  2. Mississippi Air National GuardMar 1988 to Dec 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (MS).

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
8292590
Firm CRD
310635
Advisor's SEC record (opens in a new tab)
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