RHP Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 304735
- Registered since
- July 17, 2019
- Website
- royalharborpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.77%
- Individuals7.45%
- Corporations / Businesses3.08%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RHP Wealth Management is an independent, individual-owned registered investment adviser that registered with the SEC in 2019. The firm serves both individual & family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it does not position itself as a capital allocator. RHP’s stated investment stance is not focused on ESG strategies, and it operates primarily within a single-state scope according to the available data. The firm’s advisory activity emphasizes managed public-market portfolios and planning rather than allocating capital into external private managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$440M in ETFs
37%
$162M
59%
$278M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $30.3M | 620,590 | 6.89% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 12000 Aerospace Ave
- Time zone
- CT (UTC-6)
- Office locations
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