RHB CAPITAL, INC.

Overview

RHB Capital, Inc. is a small, fee-based advisory firm that combines portfolio management for individuals and small businesses with pension consulting and insurance brokerage activity. The firm’s client mix includes individual and family wealth as well as some institutional relationships, and it bills primarily on a percentage-of-assets basis. Investment activity skews toward liquid public markets, with a clear preference for exchange-traded equities and ETFs as the primary vehicles for equities exposure. The firm is not an active ESG investor and is structured as a corporation under individual ownership. RHB Capital’s business lines include insurance brokerage and law-related services alongside its advisory work, which aligns with its use of annuities as part of client solutions. The firm’s advisory mandate is fully discretionary on the assets reported, and its stated services focus on portfolio construction and pension consulting for small plans and individual clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices