RHL Group, LLC

RIASEC Registered

Total AUM

$155M

Discretionary

$155M

100% of AUM

Avg account

$177K

Accounts

878

Employees

Advisory reps

Firm details

Headquarters: Holly, Michigan
CRD number: 330716
Registered since: August 9, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.01%
Individuals41.96%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RHL Group, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it combines financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. RHL Group also operates as an insurance broker and describes itself as a capital allocator, charging clients via a combination of percentage-of-AUM and fixed-fee arrangements. The adviser is SEC-registered (2024) and does not position itself as an active ESG investor. Its range of services suggests a hybrid model that blends investment management with financial planning and insurance distribution, and the firm appears to provide third-party manager selection as part of its advisory toolkit.