R
R.H. Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$217,715,809
Clients
35
100% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
LowAverage account size
$6,220,452
About
R.H. Investment Group provides discretionary portfolio management to individual and business clients, including high‑net‑worth individuals, on a fee‑only basis. The firm acts as a fiduciary for retirement accounts and delivers ongoing advisory services tailored to each client’s investment objectives.
The firm’s investment process draws on fundamental, technical, and cyclical analysis and implements both long‑ and short‑term strategies, with allocations across individual equities, fixed income, mutual funds and ETFs. RHIG typically manages client accounts on a discretionary basis, conducts ongoing account reviews, and may employ covered‑call option strategies as a hedging tool when appropriate.
What is distinctive about the firm is its size and concentration: a single advisory team managing roughly $238 million for about 35 clients, resulting in an unusually high amount of assets per advisor relative to peers. RHIG also requires clients to custody assets with Charles Schwab and leaves proxy voting and related corporate action decisions to clients rather than voting proxies on their behalf.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$750,000.00 - $999,999.99: 1.00% $1,000,000.00 - $1,999,999.99: 0.85% $2,000,000.00+: 0.75%
Account minimum: $750,000.00 Fee-only: Fee only basis; no commissions or other compensation from sale of securities or investment products
Main office location
R.H. Investment Group, LLC
7373 E. Doubletree Ranch Road, Suite 200
Scottsdale AZ 85258, United States
Number of offices
1
Most active in
R.H. Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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