RHM CAPITAL MANAGEMENT, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1ROBERT MEHCIZ
PresidentCRD 4803353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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