RIA Intel›Advisers›Maryland›REALTERM TRANSPORTATION LLC

REALTERM TRANSPORTATION LLC

Advisory

N·ANNAPOLIS, MD

Data as of May 6, 2026 · Source: SEC Form ADV

Total AUM

$10.9B

1-Year AUM Growth

+8.7%

3-Year CAGR

—

Employees

109

Assets Under Management

Total AUM$10.9B

Discretionary AUM$8.8B

Non-Discretionary AUM$2.1B

Discretionary %80.8%

Total Clients14

Team

Total Employees109

Investment Advisers265

Employee Growth (1Y)+21.8%

Filing History

Total Filings on Record4

First FilingJul 21, 2023

Latest FilingMay 6, 2026

🔒 Full AUM trend chart and 4 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REALTERM TRANSPORTATION LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.