RHM CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$25.6M
Discretionary
$25.6M
100% of AUM
Avg account
$82.6K
Accounts
310
Employees
3
Advisory reps
1

Firm details

Headquarters
FORT WORTH, Texas
CRD number
155229
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals82.03%
  • HNWI15.63%
  • Corporations / Businesses1.95%
  • Pension & Profit Sharing Plans0.39%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

RHM Capital Management, Inc. is an owner-operated independent registered investment adviser that serves individuals, families and small businesses. The firm combines ongoing portfolio management with financial planning and insurance brokerage services, and it also offers pension consulting and portfolio management for business or institutional clients. Fee arrangements include a percentage of assets under management and hourly charges, reflecting a mix of ongoing advisory relationships and project-based work. Investment activity is concentrated in publicly traded equities, which drive the firm's portfolio allocations. The adviser appears to favor liquid, exchange-traded instruments for the bulk of client assets while maintaining the capability to incorporate specialist third-party managers and alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • ROBERT MEHCIZ

    PresidentCRD 4803353

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
9500 Feather Grass Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth