Matthew Larocca
RDM Capital · Red Bank, New Jersey
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.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | RDM Capital |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $164.5M across 256 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, NY · CRD 5873426 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rdmcapital.com |
| Profile |
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- RDM Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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