RMH Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$97,000,000
Clients
110
Advisors
2
of 3 employees
About
RMH provides discretionary investment management and consulting to a range of clients, principally individual investors (including high‑net‑worth and non‑HNW clients) as well as trusts, estates, retirement plans and other entities. Services focus on ongoing portfolio management and account oversight, with assets custodied at third‑party broker‑dealers and fees charged as a percentage of assets under management.
The firm’s investment process blends fundamental and technical analysis with both tactical and strategic asset allocation and periodic rebalancing, and RMH conducts comprehensive account reviews on a quarterly basis. RMH relies on traditional research and the professional judgment of its two‑adviser team (it does not currently employ AI in portfolio management) and may implement a range of securities including mutual funds, ETFs, traded and non‑traded REITs and interval funds.
Distinctive aspects of RMH include its small, two‑adviser structure combined with nearly $98 million in assets under management and about 110 client relationships, which yields a relatively concentrated advisor‑to‑client ratio. The firm also offers educational seminars and workshops and houses advisors with advanced credentials (CFA charterholders and a Certified Divorce Financial Analyst), reflecting a mix of long tenure and recent specialized certifications within the team.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.50% Over $10,000,000+: Negotiable
Hourly rate offered on an individually negotiated basis
Minimum fee: Minimum annual fee of $300 ($25 per month), may be waived under certain circumstances
Main office
3430 E Sunrise Drive, Suite 180
Tucson AZ 85718-3236
Advisors at this office
2
Most active in
Arizona
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.
Forms ADV
Quick links
Advisors at this firm
Richard M
CFA®, Series 63, Series 65
Tucson, AZ
RMH Investment Management, LLC
Richard Mundinger is a CFA® charterholder with 30 years of experience in the investment industry. He is a principal at RMH Investment Management, LLC, where he has worked since 2008, following a prior role at Imus Wilkinson & Mundinger Investment Management, LLC. RMH Investment Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines technical and fundamental analysis with tactical and strategic asset allocation, utilizing a diverse range of investment instruments and offering educational seminars for clients.
Ashlyn T
Series 65
Tucson, AZ
RMH Investment Management, LLC
Ashlyn Tucker is a financial advisor at RMH Investment Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining RMH Investment Management in 2023, she worked at The Vanguard Group and FirstBank Holding Co., and she was affiliated with The University of Arizona and CSO Architects earlier in her career. RMH Investment Management provides discretionary investment management and consulting services primarily to individual investors, trusts, estates, and retirement plans. The firm employs a combination of fundamental and technical analysis with tactical and strategic asset allocation, serving clients through a small, two-adviser team managing nearly $98 million in assets.
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