SourcingSourcing

R.H. INVESTMENT GROUP, LLC

B53
CRD 115994·SEC 801-126273·SCOTTSDALE, AZ
AUM
$238.5M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$715K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
R.H. INVESTMENT GROUP, LLC
CRD
115994
SEC file #
801-126273
EIN
943410946
DBA names
—

Economics

AUM
$238.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$155.2M → $238.5M▲ +54%
Client mix
Individuals High Net Worth35

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAYMORE, EHREN, MCCAIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HAYMORE, EHREN, MCCAIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002048733
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-14
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001754960-26-000254

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
7373 E. DOUBLETREE RANCH ROADSUITE 200SCOTTSDALE, AZ 85258
Business
7373 E. DOUBLETREE RANCH ROADSUITE 200SCOTTSDALE, AZ 85258
Edgar EIN
943410946
Edgar Recent Filings
13F-HR2026-04-14 · 0001754960-26-000254
13F-HR2026-01-16 · 0001754960-26-000085
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4294597
Trust Company Affiliate
No

People (1)

1
HAYMORE, EHREN, MCCAIN
IAR · Direct Owner · 87.5%
4294597