RHS Financial, LLC

RIASEC RegisteredEst. 2018

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, owner-operated registered investment adviser that registered with the SEC in 2018. The firm charges fees based on assets under management and serves both individual/family and institutional clients. Its written advisory services encompass financial planning, portfolio management for individuals and for businesses or small institutions, selection of other advisers, pension consulting, and educational seminars and workshops. RHS appears to act as a capital allocator, meaning it places client capital with external managers and pooled vehicles in addition to running discretionary portfolios. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm received recognition on FA Magazine’s Top RIA Firms list in 2020.