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RHL GROUP, LLC

CRD 330716File 801-130874
APPROVED
Retail clients
Disclosure events
Filing as of Feb 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$155.1M
Bottom 25% of cohort (national)
Discretionary AUM
$155.1M
Clients
351
878 accounts
Employees
6
Bottom 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Aug 9, 2024
Principal office
115 BATTLE ALLEY, HOLLY, MI, 48442
Phone
248-634-7720

Assets & accounts

ADV Item 5F
Total regulatory AUM
$155.1M
Discretionary AUM
$155.1M
Non-discretionary AUM
$0
Discretionary accounts
878
Non-discretionary accounts
0
Total accounts
878
AUM per client
$442K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations1$50K
High net worth individuals50$90.0M
Individuals (other than high net worth individuals)300$65.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.