RHM Capital Management, Inc.

RIAState 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, individually owned registered advisory firm that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and combines portfolio management with financial planning. It also operates an insurance brokerage activity. Advisory services documented include financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. RHM is state-registered in California and Texas and maintains a small, concentrated practice rather than acting as a capital allocator or pension consultant.