SAN FRANCISCO, CACRD 149435Latest ADV April 16, 2026
Rhs Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 16, 2026, reports $220M in regulatory assets under management, 2 employees, 2 offices, and 451 accounts.
Assets Under Management
$220M
Employees
2
Offices
2 offices
Total Clients
136
Primary office
SAN FRANCISCO, CA
4171 24TH STREET, SUITE 101, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
75
2
HNWI
42.6%
58
3
Corporations
1.5%
2
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of April 16, 2026
Discretionary95.7%
$210M
96% of total RAUM95.7%
Non-discretionary4.3%
$9M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$220M
Total Accounts451
10Y AUM Change+$114M (+107.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.