RMH INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
$98M
Discretionary
$92M
94% of AUM
Avg account
$351K
Accounts
279
Employees
3
Advisory reps
2

Firm details

Headquarters
TUCSON, Arizona
CRD number
148650
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.67%
  • Individuals15.31%
  • Charitable Organizations1.02%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RMH Investment Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and positions itself as a capital allocator — constructing portfolios directly and selecting third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of other advisers, periodic publications and educational seminars. Investment positioning shows a clear equity preference: exchange-traded equities represent the single largest asset slice in the portfolio mix. The firm does not identify as an active ESG investor and operates under a single-state footprint. RMH’s approach blends direct equity exposure with mutual fund usage and external real estate allocations via third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Investment Grade Corp Bonds 12%, Non-Exchange Traded Equities 10%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 7%, US Government Bonds 6%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • Non-Investment Grade Corp Bonds12%
  • Non-Exchange Traded Equities10%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds7%

Contacts

2 of 2
  • RICHARD MUNDINGER

    PrincipalCRD 2686311

  • ASHLYN TUCKER

    Financial AnalystCRD 7532174

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
PIMA
Address
3430 E Sunrise Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth