RHL Group, LLC
SEC RegisteredFrom Main Street To Wall Street
About the firm
RHL Group provides a personalized and balanced approach to investing, approaching clients' financial pictures from a wide-angle lens while building long-term, trusted relationships and working to pursue client goals. The firm describes itself as a family run business and utilizes a comprehensive approach spanning investment management to financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services at RHL Group span from investment management to financial planning, with a focus on client goals and aspirations rather than product sales or commission-based portfolios.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $65M |
| High Net Worth Individuals | 50 | $90M |
| State/Municipal Entities | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.20% |
| $500,000.01 to $1,000,000 | 1.00% |
| $1,000,000.01 to $3,000,000 | 0.85% |
| $3,000,000.01 to $5,000,000 | 0.75% |
| $5,000,000.01 to $10,000,000 | 0.50% |
| Over $10,000,000 | 0.35% |
Data as of February 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RHL Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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