RMC Investment Advisors

Overview

RMC Investment Advisors is an SEC registered investment adviser based in West Hartford, CT, registered since 1984. It reports $1.1B in assets under management across 865 accounts, with 14 employees. It has 7 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

94%

Accounts

865

Average account

$1.2M

Employees

14

Advisory reps

7

Registered since

1984

Jurisdictions

10

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Michael William Herlihy President, Director CRD 2220862
• William Thomas Herlihy Chief Compliance Officer, Chief Operating Officer CRD 5944206

Advisory reps 3 of 7

• Carter Egan Dizes Investment Adviser Rep CRD 7326790
• Logan Patrick French Investment Adviser Rep CRD 8029096
• Michael William Herlihy Investment Adviser Rep CRD 2220862

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

643 Prospect Ave
West Hartford, CT 06105

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: rmcinvestmentadvisors.com

Every state, with registration dates

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