# Matthew Larocca

> Matthew Larocca is a fee-only financial advisor at RDM Capital in Red Bank, New Jersey, who holds the CFP credential. Matthew focuses on retirement planning and estate & legacy planning. RDM Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-larocca/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RDM Capital
- **Based in:** Red Bank, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $164.5M across 256 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 5873426 (https://adviserinfo.sec.gov/individual/summary/5873426)
- **SEC registration:** Investment adviser representative in FL, NJ, NY
- **Exams passed:** Series 65 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.rdmcapital.com

## Frequently asked questions

### Is Matthew Larocca a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and RDM Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, RDM Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Larocca based?

Matthew Larocca is based in Red Bank, New Jersey.

### What does Matthew specialize in?

Matthew's specialties include retirement planning and estate & legacy planning. Matthew works with early-career professionals, pre-retirees and retirees.

### What credentials does Matthew Larocca hold?

Matthew Larocca holds the CFP credential.

### Is Matthew Larocca registered with the SEC?

Yes. Matthew Larocca is registered as an investment adviser representative in FL, NJ and NY (CRD 5873426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RDM Capital manage?

RDM Capital reports $164.5M across 256 accounts in assets under management.

### How do I contact Matthew Larocca?

Through Matthew's website, www.rdmcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5873426): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.rdmcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.