Fee-only adviser · Baltimore, MD
Technomart Rga Inc
Technomart Rga Inc is a fee-only investment adviser registered with the securities regulator of Maryland, with its main office in Baltimore, Maryland. On its latest Form ADV, filed December 23, 2024, it reports $338M in regulatory assets under management, 70 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Maryland |
|---|---|
| Firm CRD number | 107891 · SEC file 801-14840 |
| Office | 401 E. Pratt Street Suite 312 Baltimore, MD 21202 |
| Phone | (410) 828-6555 |
| Website | www.technomartrga.com |
| Regulatory assets under management | $338M ($57M discretionary) |
| Individual clients | 63 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription |
| Services | Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 23, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Baltimore
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- Wealth Planning Group $361M
- Buttonwood Financial Advisors, Inc. $483M
- Armstrong Dixon $448M
- Booster, LLC $229M
See all 23 fee-only advisers in Baltimore →
Nearby
- Linthicum 1 firm
- Towson 14 firms
- Lutherville 2 firms
- Timonium 6 firms
- Hanover 1 firm
- Owings Mills 1 firm
- Woodstock 1 firm
- Phoenix 1 firm
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