Capital Flow Monitor · Sponsors · CIK 2103790
RLS Wealth Fund LLC
5900 BALCONES DR, STE 21113, AUSTIN, TX, 78731 · 8282260506
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. DELAWARE true 2025
Fit score
—
Offering
$25.0M
Sold
$1.4M
% sold
5.5%
Investors
17
Min investment
$50K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-01-08 | D ·current | 506(c) | $25.0M | $1.4M | 5.5% | 17 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Harold Allen Lomax — Executive Officer, Austin, TX
1 other raise
- RLS Wealth Management LP LLC $0 of $1.2M · 0.0%
-
Scott Smith — Executive Officer, Austin, TX
4 other raises
- Microshare, Inc. $7.7M of $11.0M · 70.1%
- RCB Financial Corp $15.0M of $15.0M · 100.0%
- Socrates Health Solutions, Inc. $0 of $1.5M · 0.0%
- InvestMitt Cooperative $0 of $5.0M · 0.0%
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.