RHS Financial, LLC

RIASEC Registered

Total AUM

$220M

Discretionary

$210M

96% of AUM

Avg account

$487K

Accounts

451

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 149435
Registered since: March 23, 2018
Website: rhsfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, MY529, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM
Client types: HNWI78.2%
Individuals17.39%
Charitable Organizations4.19%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RHS Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owner-operated and positions itself as a capital allocator serving both individual & family clients and institutional clients. Its primary fee model is a percentage of assets under management and its listed advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of outside advisers, and educational workshops. RHS does not market itself as an active ESG investor and is not listed as a multistate adviser. The firm was recognized by FA Magazine in 2020 on a Top RIA Firms list.