# RMH Investment Management, LLC

> RMH Investment Management, LLC is a state-registered investment advisory firm in Tucson, AZ, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 148650
- Filed as: RMH INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148650
- AdvisorCensus page: https://advisorcensus.com/firm/rmh-investment-management-llc-tucson-az-148650

## Quick answers

**How is RMH Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RMH Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RMH Investment Management, LLC located?**
RMH Investment Management, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is RMH Investment Management, LLC registered with the SEC or a state?**
RMH Investment Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148650.

**How much does RMH Investment Management, LLC manage?**
RMH Investment Management, LLC reports $98,000,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (94% discretionary).

**What types of clients does RMH Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (48); charitable organizations (2).

**Does RMH Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148650

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $98,000,000
- Discretionary: $92,000,000
- Non-discretionary: $6,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $15,000,000 |
| High net worth individuals | 48 | $82,000,000 |
| Charitable organizations | 2 | $1,000,000 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 2 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.

### Websites listed on Form ADV (Item 1.I)
- [rmhinvestment.com](https://rmhinvestment.com)
- LinkedIn @rmh-investment-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RMH Investment Management, LLC (CRD 148650): Form ADV filing data as of October 2026.