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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

RM INVESTMENT STRATEGIES, LLC

CRD 322828

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c435ad86-2cc6-67a2-56f8-313f97b63f84

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 8, 2022 to Mar 27, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $21.9MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $11.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 97
SEC number: 801-126515
CRD: 322828
Filings on the tape: 8
First filed: Aug 8, 2022
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, MI
Website: riskmis.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BIEBEL, JUSTIN, JOHN	Member	C	yes	01/2021	Aug 8, 2022	Mar 26, 2024
CAMPBELL WEALTH ADVISORS, LLC	Owner	D	yes	01/2023	Mar 20, 2023	Mar 26, 2024
CAMPBELL, STUART, JAMES	MANAGING MEMBER	E	yes	01/2016	Mar 20, 2023	Mar 26, 2024
LUMINIST HOLDINGS, LLC	Owner	D	yes	01/2023	Mar 20, 2023	Mar 26, 2024
THE GEARHART 2009 IRREVOCABLE TRUST	Member	C	yes	01/2021	Mar 20, 2023	Mar 26, 2024
THE STANLEY GROUP, LLC	Member	C	yes	01/2021	Mar 20, 2023	Mar 26, 2024
TIMMERMANS, JOHN, MICHAEL	Member	C	yes	01/2021	Aug 8, 2022	Mar 26, 2024
TIMMERMANS, JOHN, MICHAEL	MANAGER/CCO	Na	yes	08/2022	Aug 8, 2022	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LUMINIST CAPITAL, LLC	n/a	Independent wealth	$105M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$21.9M	$21.9M	3	2	1	n/a	n/a
2024	Feb 5, 2025	$25.6M	$25.6M	3	2	1	n/a	n/a
2023	Mar 26, 2024	$22.9M	$22.9M	5	2	1	n/a	n/a
2022	Mar 20, 2023	$0	$0	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$21.9M	$25.6M	-14.4%	$0	n/a	3	3	1	1

Relationships

Affiliated with (1)

→ LUMINIST CAPITAL, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (3)

← JUSTIN JOHN BIEBELAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← JOHN MICHAEL TIMMERMANSAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← Anthony CaiolaAdvisorregistration: previous registration
Apr 5, 2024 to May 28, 2024factForm ADV

Controls (7)

← BIEBEL, JUSTIN, JOHNOwnerMEMBER, ownership code C, individual
Aug 8, 2022 to Mar 26, 2024factForm ADV
← CAMPBELL, STUART, JAMESOwnerMANAGING MEMBER, ownership code E, individual
Mar 20, 2023 to Mar 26, 2024factForm ADV
← TIMMERMANS, JOHN, MICHAELOwnerMEMBER, ownership code C, individual
Aug 8, 2022 to Mar 26, 2024factForm ADV
← CAMPBELL WEALTH ADVISORS, LLCOwnerOWNER, ownership code D, domestic entity
Mar 20, 2023 to Mar 26, 2024factForm ADV
← LUMINIST HOLDINGS, LLCOwnerOWNER, ownership code D, domestic entity
Mar 20, 2023 to Mar 26, 2024factForm ADV
← THE GEARHART 2009 IRREVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Mar 20, 2023 to Mar 26, 2024factForm ADV
← THE STANLEY GROUP, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 20, 2023 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 28, 2024
Advisor changed firm
Anthony Caiola left Rm Investment Strategies, Llc for Severin Investments Llc (registered 2024-06-06)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2023
Control person joined
James Stuart Campbell (Managing Member) appeared on Schedule A of Rm Investment Strategies, Llc
Form ADVobserved 5 days ago
Occurred
Aug 8, 2022
First Form ADV filing
Rm Investment Strategies, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c435ad86-2cc6-67a2-56f8-313f97b63f84
First observed: Aug 8, 2022
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RM INVESTMENT STRATEGIES, LLC

CRD 322828

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c435ad86-2cc6-67a2-56f8-313f97b63f84

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIEBEL, JUSTIN, JOHN

Member

yes

01/2021

Aug 8, 2022

Mar 26, 2024

CAMPBELL WEALTH ADVISORS, LLC

Owner

yes

01/2023

Mar 20, 2023

Mar 26, 2024

CAMPBELL, STUART, JAMES

MANAGING MEMBER

yes

01/2016

Mar 20, 2023

Mar 26, 2024

LUMINIST HOLDINGS, LLC

Owner

yes

01/2023

Mar 20, 2023

Mar 26, 2024

THE GEARHART 2009 IRREVOCABLE TRUST

Member

yes

01/2021

Mar 20, 2023

Mar 26, 2024

THE STANLEY GROUP, LLC

Member

yes

01/2021

Mar 20, 2023

Mar 26, 2024

TIMMERMANS, JOHN, MICHAEL

Member

yes

01/2021

Aug 8, 2022

Mar 26, 2024

TIMMERMANS, JOHN, MICHAEL

MANAGER/CCO

yes

08/2022

Aug 8, 2022

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LUMINIST CAPITAL, LLC

n/a

Independent wealth

$105M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$21.9M

n/a

2024

Feb 5, 2025

$25.6M

n/a

2023

Mar 26, 2024

$22.9M

n/a

2022

Mar 20, 2023

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$21.9M

$25.6M

-14.4%

n/a