Rhs Financial, Llc
- Regulatory AUM
- $220M
- Discretionary
- $210M
- Clients
- 136
- Avg AUM / client
- $1.6M
- Accounts
- 451
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $38.2M | 17.4% |
| High net worth individuals | 58 | $172M | 78.2% |
| Charitable organizations | 1 | $9.2M | 4.19% |
| Corporations and other businesses | 2 | $488K | 0.22% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Risley Hollingsworth Sams | Managing Member And Chief Compliance Officer | CFP | Mar 2009 (17y) | 75% or more |
| Colby Davis | Registered representative | CFA | Apr 2015 (11y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $164M (75% of AUM) Apr 2026
- Interactive Brokers $55.4M (25% of AUM) Apr 2026
- Utah Educational Savings Plan $1.1M (0% of AUM) Apr 2026
- Nationwide Securities, Llc $180K (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗