Wealth manager, independent · The Woodlands, TX
Rhame & Gorrell Wealth Management
Rhame & Gorrell Wealth Management, LLC · SEC-registered investment adviser · CRD 283027 · SEC 801-107332
At a glance
Rhame & Gorrell Wealth Management is an SEC-registered investment adviser based in The Woodlands, Texas, with $1.3B in regulatory assets under management as of its Form ADV filed July 17, 2026. It reports 837 individual clients, 340 of them high-net-worth, holding an average of about $1.6 million each, and 31 employees. That ranks it 843rd among the nation’s 5,657 independent wealth management RIAs and 54th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Up $216M from $1.1B in its previous filing; rank 994 → 843. This month’s movers →
Main office 832-789-1100rgwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #843 of 5,657
- Rank among all SEC RIAs
- #4,610 of 17,210
- Rank in Texas
- #54 of 367
- Individual clients
- 837
- High-net-worth clients
- 340
- Accounts
- 2,822
- Discretionary
- 100% of AUM
- Employees
- 31
- Advisory staff
- 12
- Offices
- 2
Owners and executives on its Form ADV
- Jeffrey G. RhameManaging Member
- Roland L. ThorntonChief Compliance Officer
- Kyle M. McClainMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Rhame & Gorrell Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 340 | $1.1B | 86% |
| Individuals | 497 | $188M | 14% |
Disciplinary disclosures
Rhame & Gorrell Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗rgwealth.com ↗
AtlasMembers
The full record on Rhame & Gorrell Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,798 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Quadcap Wealth Management, LLCFrisco | $1.3B | 582 |
| FMP Wealth AdvisersAustin | $1.3B | 721 |
| Victory FinancialAustin | $1.3B | 2,937 |
| Beacon Financial GroupDallas | $1.3B | 1,052 |
| Meristead Wealth, LLCWestlake | $1.3B | 975 |
| Childress Capital Advisors, LLCHouston | $1.2B | 128 |
Background
Questions
How much does Rhame & Gorrell Wealth Management manage?
Rhame & Gorrell Wealth Management reports $1.3B in regulatory assets under management across 2,822 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 17, 2026.
How many clients does Rhame & Gorrell Wealth Management have?
It reports 837 individual clients: 340 high-net-worth individuals and 497 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Rhame & Gorrell Wealth Management headquartered?
Its main office is in The Woodlands, Texas. It reports 2 offices in total and 31 employees, 12 of whom perform investment advisory functions.
How does Rhame & Gorrell Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Rhame & Gorrell Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 17, 2026, it reports these amounts held: Charles Schwab ($1.1B); Fidelity ($213M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Rhame & Gorrell Wealth Management a hybrid RIA with a broker-dealer?
Rhame & Gorrell Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Rhame & Gorrell Wealth Management a fiduciary?
As an SEC-registered investment adviser, Rhame & Gorrell Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Rhame & Gorrell Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →