Data / Investment advisers / Texas / RHP Wealth Management
RHP Wealth Management, Houston, TX: $345 million AUM, SEC registered investment adviser
RHP Wealth Management is an SEC registered investment adviser with its main office in Houston, Texas and reports $345 million in regulatory assets under management in its Form ADV filed June 15, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 304735
- SEC file number
- 801-116961
- SEC status
- Approved, effective July 17, 2019
- Legal name
- Royal Harbor Partners, LLC
- Main office
- 12000 Aerospace Avenue Suite 420, Houston, TX 77034
- Phone
- (713) 554-2252
- Regulatory AUM
- $344,799,694 in the Form ADV filed June 15, 2026
- Discretionary AUM
- $344,799,694
- Accounts
- 643
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 117 | $306.1 million |
| Individuals (other than high net worth individuals) | 88 | $25.7 million |
| Corporations or other businesses | 2 | $10.6 million |
| Charitable organizations | 4 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $344.8 million | February 6, 2026 |
| December 1, 2025 | $307 million | October 24, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Camden Wealth Advisors LLC | Houston | $366.3 million | Not listed | adviserinfo.sec.gov |
| Homage Wealth Group LLC | Houston | $366.2 million | Not listed | adviserinfo.sec.gov |
| Tsa Wealth Management | Houston | $358.8 million | Not listed | adviserinfo.sec.gov |
| Heritage Wealth Management | Houston | $357.8 million | Not listed | adviserinfo.sec.gov |
| GBM Wealth Management, Inc. | Houston | $346.4 million | Not listed | adviserinfo.sec.gov |
| Cap Six Advisors | Houston | $340.8 million | Not listed | adviserinfo.sec.gov |
| Intrepid Investment Management, LLC | Houston | $336 million | 9 | adviserinfo.sec.gov |
| The Menard Financial Group, LLC | Houston | $335.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- RHP Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.