RHS FINANCIAL, LLC

RIASEC RegisteredEst. 2018

Total AUM

$220M

Discretionary

$210M

96% of AUM

Avg account

$487K

Accounts

451

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 149435
Registered since: March 23, 2018
Website: rhsfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, MY529, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM
Client types: HNWI78.2%
Individuals17.39%
Charitable Organizations4.19%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RHS Financial, LLC is an independent registered investment adviser organized as an LLC and operating since 2018. The firm is individually owned and acts as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory fees are charged as a percentage of assets under management, and its service menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, third‑party manager selection, and educational workshops. RHS does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm was recognized by FA Magazine in 2020 among its Top RIA Firms.