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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2009
- Office Locations
- 1
Office Locations
About RHS Financial, LLC
RHS Financial is a San Francisco RIA focused on wealth management for Bay Area and Silicon Valley tech professionals and entrepreneurs. The team provides comprehensive planning and portfolio management, including tax planning, estate coordination, and flexible family office-style advisory services. Portfolios are largely ETF-based, anchored by its proprietary Tax Reduction and Enhanced Diversification (TREnD) strategy.
Team overview
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Asset Classes
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CRM
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Investment Themes
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Platform
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Technology
Owner & Executives
RISLEY HOLLINGSWORTH SAMS
Chief Compliance Officer, Managing Member, President
- CRD
- #4572447
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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COLBY DAVIS
Chief Investment Officer
- CRD
- #6452013
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,292,910 | $469,404 |
| Non-Discretionary | $9,464,062 | $3,154,687 |
| Total | $219,756,972 | $487,266 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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