# R.H. Investment Group, LLC

> R.H. Investment Group, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 115994
- Filed as: R.H. INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115994
- AdvisorCensus page: https://advisorcensus.com/firm/r-h-investment-group-llc-scottsdale-az-115994

## Quick answers

**How is R.H. Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), R.H. Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is R.H. Investment Group, LLC located?**
R.H. Investment Group, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is R.H. Investment Group, LLC registered with the SEC or a state?**
R.H. Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 115994.

**How much does R.H. Investment Group, LLC manage?**
R.H. Investment Group, LLC reports $238,461,764 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have R.H. Investment Group, LLC's assets and staff changed since 2022?**
In the Form ADV data for R.H. Investment Group, LLC: Regulatory assets under management: $155,206,158 in the October 2022 data and $238,461,764 in the October 2026 data, up 54%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does R.H. Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35).

**Which custodians does R.H. Investment Group, LLC use?**
R.H. Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does R.H. Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115994

**Does R.H. Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "RHIG generally requires a minimum asset level of $750,000.00 for investment advisory services."

**What changed in R.H. Investment Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $213,168,628 to $238,461,764 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: $750,000

> RHIG generally requires a minimum asset level of $750,000.00 for investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,461,764
- Discretionary: $238,461,764
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,625,705 |
| High net worth individuals | 35 | $215,090,104 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $20,745,955 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $155,206,158 | 1 | August 4, 2022 |
| October 2023 | $164,881,995 | 2 | August 3, 2023 |
| October 2024 | $182,916,476 | 2 | February 9, 2024 |
| October 2025 | $213,168,628 | 2 | March 25, 2025 |
| October 2026 | $238,461,764 | 2 | February 23, 2026 |

Regulatory assets under management: $155,206,158 in the October 2022 data and $238,461,764 in the October 2026 data, up 54%.
Total employees: 1 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $213,168,628 to $238,461,764 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R.H. Investment Group, LLC (CRD 115994): Form ADV filing data as of October 2026.