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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2016
- Office Locations
- 1
Office Locations
About Rhame & Gorrell Wealth Management
Rhame & Gorrell Wealth Management is a fee-only, fiduciary wealth management firm providing financial planning, investment management, retirement planning, and tax optimization. The team works with affluent families, corporate executives, business owners/entrepreneurs, and oil & gas professionals, using an ongoing review-and-adjust process as goals change. A distribution-relevant detail: they offer an RG Wealth mobile app for on-the-go portfolio access and are featured in outlets such as Citywire and The Wall Street Journal.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY GLYNN RHAME
Managing Director, Managing Member
- CRD
- #2516452
- Ownership
- 75% or more
KYLE MATTHEW MCCLAIN
Wealth Manager
- CRD
- #6528254
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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TIMOTHY LEE BLANCHARD
Certified Financial Planner
- CRD
- #3081840
Jack Weston Wood Freeman
Vice President.
- CRD
- #8043632
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,323,145,303 | $421,856 |
| Non-Discretionary | $0 | -- |
| Total | $1,323,145,303 | $421,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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