RMH CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$541K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
136411
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.12%
  • Individuals8.88%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

RMH Capital Advisors, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets, hourly and fixed fees and runs client relationships that are primarily advisory rather than custodial. Investment activity centers on exchange-traded equities as the largest portfolio sleeve, with complementary allocations to mutual funds, corporate debt and annuities for income and diversification. The firm also allocates to third-party alternative managers, specifically in real estate, commodities and oil & gas, which it uses to access income, inflation protection and non‑correlated return streams. RMH Capital is not positioned as an ESG or pension consultant, and it reports a focused client base rather than broad institutional work.

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 47%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 16%, US Government Bonds 1%, Investment Grade Corp Bonds 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents16%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • RAYMOND HAWKINS

    PrincipalCRD 1967292

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
675 Bering Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth