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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 8, 2025 and July 17, 2026, reported AUM increased 32.1%, from $1.0B to $1.3B.
Across 5 reported observations, AUM increased 146.0% between August 17, 2022 and July 17, 2026, from $537.8M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 837 clients, or 69.8 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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The full Rhame & Gorrell Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Samanta Chirico Eliaz
--
- CRD
- #8323620
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,323,145,303 | $468,868 |
| Non-Discretionary | $0 | -- |
| Total | $1,323,145,303 | $468,868 |
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Separately Managed Accounts
SMA allocation detail is available
Rhame & Gorrell Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.