RHS Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$210,059,499
Clients
133
Advisors
2
of 2 employees
About
RHS Financial provides investment advisory and financial planning services to a client base made up largely of individual and high‑net‑worth clients, as well as charities, trusts, estates and business entities. The firm manages discretionary portfolios (with roughly $220 million in assets under management) and combines ongoing asset‑management with financial planning offered to advisory clients.
Investment process begins with an initial interview and information gathering, uses asset allocation as a primary portfolio approach and draws on fundamental, technical and charting analysis to implement and monitor accounts; client accounts are reviewed at least quarterly and clients receive custodial statements directly. RHS Financial also operates a subadvisory program that manages portfolios for other advisers pursuant to specified strategies, currently partnered with Charles Schwab’s platform and planned for additional RIA partnerships.
Notable differences from many peers include the firm’s disclosure of third‑party ratings in its materials and its provision of educational seminars or workshops to clients or prospects, activities that the brochure highlights alongside custodial‑sponsored conferences. The firm recently expanded its ownership structure and has emphasized growing its subadvisory capabilities while providing financial planning services at no additional charge to clients who participate in its asset‑management program.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.95% $1,000,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.80% $5,000,000+: 0.70%
Account minimum: $50,000 Minimum fee: Minimum annual fee of at least $500 annually, which may increase the percentage rate for smaller accounts
Main office
4171 24th Street, Suite 101
San Francisco CA 94114
Advisors at this office
2
Most active in
California
Also doing business as
Rhs Financial, LLC · Risley H. Sams
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Risley S
CFP®, Series 63, Series 65
San Francisco, CA
RHS Financial, LLC
Risley Sams is a CFP® with 24 years of experience in the financial advisory industry. He has worked at RHS Financial, LLC since 2009, following prior roles at Merrill, J.P. Morgan Securities, and Citigroup Global Markets. RHS Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as charities, trusts, estates, and business entities. The firm manages discretionary portfolios totaling approximately $220 million in assets under management and combines asset management with financial planning, employing a portfolio approach based on asset allocation and various analytical methods.
Colby D
CFA®, Series 65
San Francisco, CA
RHS Financial, LLC
Colby Davis is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with RHS Financial, LLC since 2015. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm combines discretionary and non-discretionary portfolio management with integrated financial planning, managing approximately $234 million in client assets with a small advisory team.
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