RMH CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 136411
- Website
- www.rmhcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.12%
- Individuals8.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RMH Capital Advisors, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets, hourly and fixed fees and runs client relationships that are primarily advisory rather than custodial. Investment activity centers on exchange-traded equities as the largest portfolio sleeve, with complementary allocations to mutual funds, corporate debt and annuities for income and diversification. The firm also allocates to third-party alternative managers, specifically in real estate, commodities and oil & gas, which it uses to access income, inflation protection and non‑correlated return streams. RMH Capital is not positioned as an ESG or pension consultant, and it reports a focused client base rather than broad institutional work.
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 Equities47%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents16%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1RAYMOND HAWKINS
PrincipalCRD 1967292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 675 Bering Dr
- Time zone
- CT (UTC-6)
- Office locations
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