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$25.6M Total AUM
$25.6M Disc. AUM
-- 3Y CAGR
3 Employees
292 ADV. Clients
15 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
9500 Feather Grass LN STE 120-305 Fort Worth TX
About RHM Capital Management, Inc.
RHM Capital Management, Inc. is a Fort Worth-based RIA. The firm has been operating for 15 years. Managing $25.6M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$25.6M AVG AUM / ADVISOR
$87.7K AVG AUM / CLIENT
15.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT COREY MEHCIZ
Chief Compliance Officer, President
- CRD
- #4803353
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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