Realterm
Annapolis, MD·SEC-registered · CRD #322689
Realterm is an SEC-registered investment advisory firm in Annapolis, MD managing $11B across 17 client accounts, with 109 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
17
Advisory staff
109
Fee model
Fee-only
How Realterm is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Realterm
How much does Realterm manage?
Per its most recent SEC Form ADV filing (05/06/2026), Realterm reports $11B in regulatory assets under management across roughly 17 client accounts.
How does Realterm charge?
Realterm is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Realterm a fiduciary?
Yes. Realterm is registered with the U.S. Securities and Exchange Commission (CRD #322689), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Realterm taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Realterm and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Realterm's public SEC Form ADV filing (CRD #322689, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Realterm. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Realterm? Claim this profile.