# RHP Wealth Management

> RHP Wealth Management is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 304735
- Filed as: RHP WEALTH MANAGEMENT
- Legal name: Royal Harbor Partners, LLC
- Also doing business as: RHP WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304735
- AdvisorCensus page: https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735

## Quick answers

**How is RHP Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), RHP Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RHP Wealth Management located?**
RHP Wealth Management's principal office is in Houston, TX, according to its Form ADV.

**Is RHP Wealth Management registered with the SEC or a state?**
RHP Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304735.

**How much does RHP Wealth Management manage?**
RHP Wealth Management reports $344,799,694 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have RHP Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for RHP Wealth Management: Regulatory assets under management: $202,087,458 in the October 2021 data and $344,799,694 in the October 2026 data, up 71%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RHP Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (88); charitable organizations (4).

**Which custodians does RHP Wealth Management use?**
RHP Wealth Management'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 RHP Wealth Management 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/304735

**Does RHP Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 15, 2026 says: "RHP does not impose account minimums, though they may have minimum fees."

**What changed in RHP Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $307,027,066 to $344,799,694 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Account minimum: None

> RHP does not impose account minimums, though they may have minimum fees.

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: $344,799,694
- Discretionary: $344,799,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $25,672,267 |
| High net worth individuals | 117 | $306,091,780 |
| Charitable organizations | 4 | $2,417,775 |
| Corporations or other businesses not listed above | 2 | $10,617,872 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- royalharborpartners.com
- Facebook @RoyalHarborPartners
- Instagram @rhpwm
- LinkedIn @royal-harbor-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $202,087,458 | 4 | January 28, 2021 |
| October 2022 | $228,493,061 | 4 | February 1, 2022 |
| October 2023 | $219,148,816 | 7 | June 16, 2023 |
| October 2024 | $264,433,297 | 7 | March 1, 2024 |
| October 2025 | $307,027,066 | 8 | March 25, 2025 |
| October 2026 | $344,799,694 | 9 | June 15, 2026 |

Regulatory assets under management: $202,087,458 in the October 2021 data and $344,799,694 in the October 2026 data, up 71%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $307,027,066 to $344,799,694 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RHP Wealth Management (CRD 304735): Form ADV filing data as of October 2026.