A complete list of active advisors currently associated with Rhb Capital, Inc.

Warmer can help you find a great advisor at Rhb Capital, Inc. or one who fits your needs even better.

RHB Capital, Inc. provides ongoing portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations, managing roughly $38.7 million across a very small number of client accounts. Its services include individualized investment policy statements and pension consulting as part of its asset‑based advisory relationship. The firm builds client portfolios using a mix of charting, fundamental, technical, and cyclical analysis and implements both long‑ and short‑term strategies, including options writing, short sales, and margin transactions, under discretionary authority. Accounts are reviewed at least monthly by the firm’s adviser, and clients receive custodian statements while the firm permits client‑directed brokerage. The brochure discloses that the firm’s principal is both an attorney and a licensed insurance agent and may offer commissionable insurance products, a combination that the firm notes could create conflicts and is addressed through disclosure. Serving charitable organizations and pension clients and providing pension consulting while maintaining a small advisory practice is atypical among similar independent firms and is a notable aspect of its business model.

To learn more about the advisors currently working at Rhb Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.