RHINO WEALTH MANAGEMENT

Overview

Rhino Wealth Management operates as an independent registered investment adviser serving both individual and family clients and small institutional accounts. The firm blends fee-based portfolio management with financial planning and insurance brokerage services, charging a mix of AUM-based fees, hourly fees and fixed fees depending on the engagement. Investment activity is equity-centric: the adviser favors exchange-traded instruments for core portfolio exposure and structures accounts to emphasize publicly traded equities. Rhino does not present itself as an ESG-focused manager and is not positioned as a multi-state adviser. Portfolio management appears to be delivered through discretionary mandates—Rhino reports its discretionary assets equal to total assets—suggesting the firm implements model or client-specific portfolios on behalf of clients. The firm supplements its core equity approach with mutual funds and annuities for clients who need income solutions or diversification away from single-stock exposure. As part of its product mix, Rhino allocates to alternatives, specifically real estate and commodities, using third-party external managers to access those strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices