This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystFoundation ember
- Established Date
- 07-07-2005
- Office Locations
- 6
Office Locations
About THE Rice Partnership, LLC
The Rice Partnership is an independent wealth management and planning firm with local Hawaii roots and a customized, client-directed approach. The team provides integrated portfolio management, tax and estate planning, retirement and insurance guidance, and charitable planning for individuals, retirees, and business owners. Portfolios are ETF-led and implemented via Schwab, with Tamarac-powered client portal access.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BONNIE FLOWER RICE
Chief Compliance Officer, Owner
- CRD
- #1418208
- Ownership
- 75% or more
SARAH ELIZABETH KEHAUNANI BREDHOFF
PARTNER, Senior Wealth Manager
- CRD
- #3150865
- Ownership
- 5% but less than 10%
Focus element
Timber element pioneer
- CRD
- #73971
- Ownership
- 41.3%
Showing 2 of 5 owners & executives
Unlock allContacts
SARAH ELIZABETH KEHAUNANI BREDHOFF
PARTNER, Senior Wealth Manager
- CRD
- #3150865
BONNIE FLOWER RICE
Chief Compliance Officer, Owner
- CRD
- #1418208
Atlas foundation
Unison alpha
- CRD
- #40365
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $950,718,492 | $768,568 |
| Non-Discretionary | $34,779,806 | $11,593,269 |
| Total | $985,498,298 | $794,757 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $985,498,298
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,573,358,196 | 19.1% |
| Public Funds | $1,688,682,881 | 20.5% |
| Cash | $1,902,857,295 | 23.1% |
| Municipal Bonds | $1,219,146,665 | 14.8% |
| Other | $700,185,585 | 8.5% |
| Corporate - Investment Grade | $749,610,449 | 9.1% |
| U.S. Government/Agency | $403,636,395 | 4.9% |
| Total | $8,237,477,466 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE PRIME | TIMBER FRONTIER | R6AXF082K | WLD | 1.99% | $93,510,513 |
| HORIZON NORTH MATRIX | SUMMIT HARBOR | 7OT33EO1Z | HUAR | 12.34% | $97,579,844 |
| FRONTIER VALUE | OPTIMA EAGLE | HL0RVF9J6 | CRN | 1.95% | $40,019,396 |
| SIGNAL FOCUS | PATHWAY RADIAL | J5A5SQ0A3 | OQK | 10.55% | $72,574,872 |
| MOMENTUM ELEMENT | BRIDGE SIGNAL | BSQOABLJ8 | ILSNU | 6.60% | $75,197,845 |
| BRIDGE WAVE | HORIZON PIONEER | GHQFEI44R | JHZI | 2.41% | $91,489,520 |
| CATALYST FRONTIER | ATLAS ZENITH | SY4QODL0R | FTF | 11.06% | $81,894,308 |
| FOCUS UNISON HORIZON | VITAL SIGNAL | 7SCWURDAF | JBO | 2.26% | $34,148,183 |