R
RHM Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,000,000
Clients
292
7% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
292
Very HighAverage account size
$85,616
About
RHM Capital Management, Inc. provides comprehensive portfolio management and pension consulting for individual and high-net-worth clients as well as some business entities. The firm manages roughly $25.6 million in discretionary assets and serves about 292 client relationships across its advisory practice.
The firm assesses clients through one or more meetings to document goals and risk tolerance, then implements portfolios that may include exchange-traded funds, mutual funds, individual stocks and bonds, and cash equivalents; accounts are reviewed at least quarterly. RHM applies a mix of analytical methods (charting, fundamental, technical and cyclical) and uses a range of strategies from long-term holdings to short-term trading, option writing, margin and short sales where appropriate.
Distinctively, RHM operates with an unusually high client-to-advisor ratio, managing hundreds of clients with a single designated advisor, and the firm’s principal is also a licensed insurance agent who devotes about 10% of their time to insurance activities that may result in commissions. The firm also relies on an institutional custody and brokerage relationship that provides research and operational services—arrangements the firm reviews for potential conflicts relating to soft-dollar benefits and best execution.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$1 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
$250 per hour for pension consulting services.
Account minimum: $1,000
Main office location
RHM Capital Management, Inc.
9500 Feather Grass Ln, Ste 120 305
Fort Worth TX 76177, United States
Number of offices
1
Most active in
RHM Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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