RHL Group, LLC
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
FINTRXOverview
RHL Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family clients and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees, and it also operates as an insurance broker. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm reports a preference for equity investments and does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$71.1M in ETFs
76%
$53.6M
24%
$17.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $24.7M | 246,217 | 34.77% |
Location
Holly, MI
Oakland
Location
Holly, MI
Headquartered in Holly, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 115 Battle Aly
- Time zone
- ET (UTC-5)
- Office locations
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