# RWM CAPITAL, LLC

RWM CAPITAL, LLC of SUGAR LAND, TX is an SEC-registered investment adviser.

## Registration

- CRD: 310635
- Type: SEC-registered investment adviser
- SEC file number: 801-119513
- Location: 1600 HIGHWAY 6, SUGAR LAND, TX, 77478
- Phone: 832-981-7000
- Latest filing: 2026-08-07
- Regulatory AUM: $222.4M
- Discretionary AUM: $222.4M
- Clients: 63
- Accounts: 2,731

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Paul Edward Roberts | MANAGING MEMBER | — |
| Liza Mae Espiritu | CHIEF COMPLIANCE OFFICER | — |
| Liza Mae Palmer | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS STEPHEN EDWARD | MANAGING MEMBER; MEMBER | — |
| KURIA KATHY J | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS APRIL ROCHELLE | CCO, MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| PALMER LIZA MAE | CHIEF COMPLIANCE OFFICER | — |
| Espiritu Liza Mae | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310635/similar
- Related entities: https://search.stillhousedata.com/firm/310635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310635

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.