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They include 497 individual clients and 340 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rhame & Gorrell Wealth Management offer?","answer":"Rhame & Gorrell Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rhame & Gorrell Wealth Management charge?","answer":"Rhame & Gorrell Wealth Management charges 0.55%–1.30% a year for its Wealth Management Fees. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC, filed 13 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rhame & Gorrell Wealth Management use?","answer":"Rhame & Gorrell Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.11B and Fidelity Brokerage Services LLC (Smithfield, RI), with $213M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rhame & Gorrell Wealth Management have?","answer":"Rhame & Gorrell Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 31 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rhame & Gorrell Wealth Management invest in?","answer":"At the end of its last fiscal year, Rhame & Gorrell Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rhame & Gorrell Wealth Management?","answer":"Rhame & Gorrell Wealth Management’s direct owners are Jeffrey Rhame (75% or more) and Kyle McClain (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rhame & Gorrell Wealth Management get paid?","answer":"Rhame & Gorrell Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rhame & Gorrell Wealth Management?","answer":"Rhame & Gorrell Wealth Management’s main office is at 1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380. Its phone number is 832-789-1100. Its website is rgwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}