BK
BK

Brennan Kim

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,510 clients
Average Client Portfolio
$107K average
Assets Under Management
$161.4M

Fee Structure

Minimum Investment:$250K
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Location

1110 Montlimar Drive, Suite 120, Mobile, AL, 36609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brennan works as an insurance agent for Aflac, dedicating minimal time. Brennan also works as an insurance representative (Medicare specialist) for Roberts Wealth Management full-time.

Employment History
Current Registrations
Rwm Capital, LLC
October 2025 - Present · 4 mos
Previous Registrations
Foundations Investment Advisors LLC
August 2022 - October 2025 · 3 yrs 2 mos
State Registrations2 states
ALMS
Advisor
Exams
No exam information available for this advisor.
Brennan Kim - Financial Advisor | TrueAdvisor