RHM Capital Management, Inc.

RIASEC Registered

Total AUM

$25.6M

Discretionary

$25.6M

100% of AUM

Avg account

$82.6K

Accounts

310

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 155229
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals82.03%
HNWI15.63%
Corporations / Businesses1.95%
Pension & Profit Sharing Plans0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RHM Capital Management, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients. Its business mix combines fee-based portfolio management and financial planning with an insurance brokerage practice. Services listed include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm charges a percentage-of-assets fee and does not identify as an active ESG investor. It is not a capital allocator and does not report affiliation with a related adviser.