R.H. INVESTMENT GROUP, LLC

Overview

R.H. Investment Group, LLC is a small, equity-focused registered advisor that manages entirely discretionary portfolios for a concentrated client base of individuals, families and small businesses. The firm charges on a percentage-of-assets basis and advertises portfolio management for both private individuals/small businesses and for business or institutional clients. Its reporting shows a clear preference for exchange-listed equities and separate managed account structures, suggesting portfolio construction centered on liquid, market-traded instruments rather than private or illiquid holdings. R.H. Investment Group does not identify itself as an active ESG investor and operates under single-state reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices