# RHS Financial, LLC

> RHS Financial, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 149435
- Filed as: RHS FINANCIAL, LLC
- Also doing business as: RHS FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149435
- AdvisorCensus page: https://advisorcensus.com/firm/rhs-financial-llc-san-francisco-ca-149435

## Quick answers

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

**Where is RHS Financial, LLC located?**
RHS Financial, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is RHS Financial, LLC registered with the SEC or a state?**
RHS Financial, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 149435.

**How much does RHS Financial, LLC manage?**
RHS Financial, LLC reports $219,756,972 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (96% discretionary).

**How have RHS Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for RHS Financial, LLC: Regulatory assets under management: $147,806,557 in the October 2021 data and $219,756,972 in the October 2026 data, up 49%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RHS Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (58); corporations or other businesses not listed above (2).

**Which custodians does RHS Financial, LLC use?**
RHS Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC, MY529 and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.

**Does RHS Financial, 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/149435

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- MY529
- Nationwide Securities, LLC

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: $219,756,972
- Discretionary: $210,292,910
- Non-discretionary: $9,464,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $38,215,062 |
| High net worth individuals | 58 | $171,844,437 |
| Charitable organizations | 1 | $9,209,581 |
| Corporations or other businesses not listed above | 2 | $487,892 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rhsfinancial.com
- Facebook @RHSFINANCIAL
- LinkedIn @RHS-FINANCIAL
- X @RHSFINANCIAL
- YouTube @rhsfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $147,806,557 | 3 | August 12, 2021 |
| October 2022 | $185,326,169 | 3 | May 18, 2022 |
| October 2023 | $165,334,041 | 3 | March 2, 2023 |
| October 2024 | $198,106,406 | 3 | March 20, 2024 |
| October 2025 | $234,485,352 | 3 | March 31, 2025 |
| October 2026 | $219,756,972 | 2 | April 16, 2026 |

Regulatory assets under management: $147,806,557 in the October 2021 data and $219,756,972 in the October 2026 data, up 49%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RHS Financial, LLC (CRD 149435): Form ADV filing data as of October 2026.