Karen Ames Garner

Rwm Capital, LLC

11 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Rwm Capital, LLC

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

Location

2555 Marshall Road, Ste. C, Biloxi, MS, 39531

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History

Regulatory History (1)

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Financial

May 2018

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Karen is an independent insurance agent for Roberts Wealth Management, providing insurance and annuity solutions, dedicating about 10-20% of her time. She is also an IAR for RWM Capital, LLC and Foundations Investment Advisors, LLC, each taking about half of her time.

Employment History

Current Registrations

Rwm Capital, LLC

October 2023 - Present · 2 yrs 4 mos

Alluvion Securities, LLCBroker

October 2013 - February 2015 · 1 yr 4 mos

State Registrations5 states

ALFLLAMSTX

Advisor

Exams

No exam information available for this advisor.