RHP Wealth Management

RIASEC Registered

Total AUM

$345M

Discretionary

$345M

100% of AUM

Avg account

$536K

Accounts

643

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 304735
Registered since: July 17, 2019
Website: royalharborpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.77%
Individuals7.45%
Corporations / Businesses3.08%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

RHP Wealth Management is an independent, individual-owned registered investment adviser that registered with the SEC in 2019. The firm serves both individual & family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it does not position itself as a capital allocator. RHP’s stated investment stance is not focused on ESG strategies, and it operates primarily within a single-state scope according to the available data. The firm’s advisory activity emphasizes managed public-market portfolios and planning rather than allocating capital into external private managers.