A complete list of active advisors currently associated with RMH Capital Advisors, LLC

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

RMH Capital Advisors is a fee-only independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2025 the firm managed approximately $40.0 million in discretionary assets across 74 accounts representing 19 households and does not accept commissions or product sales. The firm structures tailored relationships using a client-completed Investment Policy Statement and emphasizes strategic asset allocation implemented with no-load/low-load mutual funds, ETFs and, where appropriate, equities, fixed income and options in globally diversified portfolios. Clients grant a limited power of attorney for discretionary trading, receive custodial statements plus separate quarterly performance reports, and accounts are reviewed at least quarterly or more often as market conditions dictate. Noteworthy characteristics for this solo advisory practice include a sole owner who holds the CFA charter and a client base concentrated in a relatively small number of households with multiple accounts per household, yielding a higher assets-per-client profile than many peers. The firm does not impose an account minimum, generally does not vote proxies on client securities (clients vote their own proxies unless assistance is requested), and explicitly assesses advisory fees on cash and cash-equivalent holdings unless otherwise agreed.

To learn more about the advisors currently working at RMH Capital Advisors, LLC, 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.