DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Rhame & Gorrell Wealth Management
Legal name Rhame & Gorrell Wealth Management, LLC
Latest filing Jul 17, 2026
First filing on the tape Feb 19, 2016 · 34 filings
SEC status approved since Mar 1, 2016
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.3B individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$77.8M
derived; firm RAUM over IAPD count
Employees
31
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.3B as of Jul 17, 2026
Mar 24, 2017$292M then
HNW client RAUM$1.1B as of Jul 17, 2026
Mar 26, 2018$243M then
State-registered IARs (5.B.3)9 as of Jul 17, 2026
Mar 24, 20172 then
Employees (5.A)31 as of Jul 17, 2026
Mar 24, 201711 then
Private funds: no history
RAUM +53% over the last fiscal year+37% a year over threeIARs 7 to 9
Practice profile
derived from the filing of Jul 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $77.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 49derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $468,868derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 8.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $1.3B, 837 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B86%
- Individuals$188M14%
- Individual clients
- 497reported
- HNW clients
- 340reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,822reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 837 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Glynn RhameCertified Financial Planner | The Woodlands, Tx | Apr 29, 2016 | 31 y | 3 |
| Kyle William NickersonCertified Financial Planner | The Woodlands, Tx | Oct 18, 2017 | 10 y | 1 |
| Kyle Matthew McclainCertified Financial Planner | The Woodlands, Tx | Oct 19, 2017 | 11 y | 1 |
| David Ryland HunterChartered Financial Analyst | The Woodlands, Tx | Dec 18, 2018 | 10 y | 2 |
| Tyler Curtis MillerCertified Financial Planner | The Woodlands, Tx | Dec 15, 2021 | 12 y | 0 |
| Brecklynn Michelle WilliamsCertified Financial Planner | The Woodlands, Tx | Dec 17, 2021 | 12 y | 0 |
| Clayton HostetterCertified Financial Planner | The Woodlands, Tx | Mar 2, 2022 | 12 y | 0 |
| Cydney Pineda NashCertified Financial Planner | The Woodlands, Tx | Nov 14, 2023 | 9 y | 1 |
| Melissa Mccook Rudell | The Woodlands, Tx | Nov 20, 2024 | 17 y | 1 |
| Timothy Lee BlanchardCertified Financial Planner | The Woodlands, Tx | Nov 21, 2024 | 28 y | 3 |
| Cory Dennis Moscoso | The Woodlands, Tx | Dec 21, 2024 | 11 y | 0 |
| Jack Weston Wood FreemanCertified Financial Planner | The Woodlands, Tx | Mar 5, 2025 | 12 y | 0 |
| William Stephen Warren | The Woodlands, Tx | Jun 18, 2025 | 20 y | 1 |
| John Alexander Geresi | The Woodlands, Tx | Sep 17, 2025 | 15 y | 3 |
| Garett Steele | The Woodlands, Tx | Nov 8, 2025 | 12 y | 0 |
| Austin ManningCertified Financial Planner | The Woodlands, Tx | Feb 18, 2026 | 12 y | 2 |
| Samanta Chirico Eliaz | The Woodlands, Tx | Aug 24, 2026 | 10 y | 0 |
| Darrin Michael Moe | The Woodlands, Tx | Sep 16, 2026 | 14 y | 0 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- James T Leever to Alliancebernstein L.P.Jul 22, 2021 · Other
- George Musselman to Hfg Wealth Management, LLCNov 14, 2018 · RIA to RIA
- James Patton Webb to United Planners' Financial Services Of America A Limited PartnerMay 31, 2018 · RIA to RIA
Joined, latest
- Austin Manning from Granite Harbor Advisors, Inc.Feb 18, 2026 · RIA to RIA
- John Alexander Geresi from Willis Johnson WealthSep 17, 2025 · RIA to RIA
- William Stephen Warren from Starfox Financial Services, LLCJun 18, 2025 · RIA to RIA
- Timothy Lee Blanchard from LPL Financial LLCNov 21, 2024 · Affiliated broker-dealer or bank to independent RIA
- Melissa Mccook Rudell from Prime Capital FinancialNov 20, 2024 · RIA to RIA
- Cydney Pineda Nash from Avion WealthNov 14, 2023 · RIA to RIA
- David Ryland Hunter from Kimery Wealth Management, LLCDec 18, 2018 · RIA to RIA
- George Musselman from Bogart Wealth, LLCOct 3, 2018 · RIA to RIA
- James Patton Webb from Westpark Wealth Advisors, Inc.Nov 14, 2017 · Other
- Kyle Matthew Mcclain from Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 19, 2017 · Other
- Kyle William Nickerson from Sanders Morris LLCOct 18, 2017 · Other
- Jeffrey Glynn Rhame from Sanders Morris LLCApr 29, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Sanders Morris LLCMay 7, 2016 · Houston, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Glynn Jeffrey Rhame · Managing Membercontrolsince 04/2016 · owns 75% or more
- Matthew Kyle Mcclain · Membersince 01/2023 · owns 5% to 10%
- Luciano Roland Thornton · Chief Compliance Officersince 01/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| The Woodlands, Tx · principal | 18 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Santa Barbara, CA5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 18.0 to 27.0 (+50.0%) between the annual amendments of 2025-03-21 and 2026-03-30; the peer median change was +4.0% (1050 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,050) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 2,625 to 2,822Mar 30, 2026 to Jul 17, 2026
- HNW clients · 294 to 340Mar 30, 2026 to Jul 17, 2026
- Individual clients · 482 to 497Mar 30, 2026 to Jul 17, 2026
- Assets in custody · $1.1B to $1.3BMar 30, 2026 to Jul 17, 2026
- Employees · 27 to 31Mar 30, 2026 to Jul 17, 2026
- Discretionary RAUM · $1.1B to $1.3BMar 30, 2026 to Jul 17, 2026
- HNW RAUM · $935M to $1.1BMar 30, 2026 to Jul 17, 2026
- Individual RAUM · $173M to $188MMar 30, 2026 to Jul 17, 2026
- RAUM · $1.1B to $1.3BMar 30, 2026 to Jul 17, 2026
- Accounts · 2,281 to 2,625Oct 8, 2025 to Mar 30, 2026
- Advisory employees · 9 to 12Oct 8, 2025 to Mar 30, 2026
- HNW clients · 269 to 294Oct 8, 2025 to Mar 30, 2026
- Individual clients · 430 to 482Oct 8, 2025 to Mar 30, 2026
- Assets in custody · $1.0B to $1.1BOct 8, 2025 to Mar 30, 2026
- Employees · 22 to 27Oct 8, 2025 to Mar 30, 2026
- State-registered IARs · 7 to 9Oct 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.0B to $1.1BOct 8, 2025 to Mar 30, 2026
- HNW RAUM · $848M to $935MOct 8, 2025 to Mar 30, 2026
- Individual RAUM · $153M to $173MOct 8, 2025 to Mar 30, 2026
- RAUM · $1.0B to $1.1BOct 8, 2025 to Mar 30, 2026
- Accounts · 2,170 to 2,281Jul 17, 2025 to Oct 8, 2025
- HNW clients · 246 to 269Jul 17, 2025 to Oct 8, 2025
- Individual clients · 427 to 430Jul 17, 2025 to Oct 8, 2025
- Assets in custody · $921M to $1.0BJul 17, 2025 to Oct 8, 2025
- Employees · 21 to 22Jul 17, 2025 to Oct 8, 2025
- Discretionary RAUM · $921M to $1.0BJul 17, 2025 to Oct 8, 2025
- HNW RAUM · $770M to $848MJul 17, 2025 to Oct 8, 2025
- Individual RAUM · $152M to $153MJul 17, 2025 to Oct 8, 2025
- RAUM · $921M to $1.0BJul 17, 2025 to Oct 8, 2025
- Accounts · 2,033 to 2,170Mar 21, 2025 to Jul 17, 2025
- HNW clients · 234 to 246Mar 21, 2025 to Jul 17, 2025
- Individual clients · 389 to 427Mar 21, 2025 to Jul 17, 2025
- Assets in custody · $863M to $921MMar 21, 2025 to Jul 17, 2025
- Employees · 18 to 21Mar 21, 2025 to Jul 17, 2025
- Financial planning clients · More than 500 to More than 500Mar 21, 2025 to Jul 17, 2025
- Discretionary RAUM · $863M to $921MMar 21, 2025 to Jul 17, 2025
- HNW RAUM · $724M to $770MMar 21, 2025 to Jul 17, 2025
- Individual RAUM · $139M to $152MMar 21, 2025 to Jul 17, 2025
- RAUM · $863M to $921MMar 21, 2025 to Jul 17, 2025
- Accounts · 1,951 to 2,033Dec 9, 2024 to Mar 21, 2025
Signals
4 dated events
- Darrin Michael Moe registered as an investment adviser representative at Rhame & Gorrell Wealth ManagementSep 16, 2026 · Advisor registered · fact
- Robert Michael Gorrell (Managing Member) no longer on Schedule A of Rhame & Gorrell Wealth Management (listed 2020-12-23, absent 2021-03-18)Mar 18, 2021 · Control person left · inference
- Odilia Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 29, 2016 · Succession (Item 4) · fact
- Odilia Advisors, Llc filed its initial SEC registration (Form ADV)Feb 19, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 832-789-1100reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/RHAME-&-GORRELL-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- RGWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (832) 789-1100reportedpublic record, Form ADV, Jul 17, 2026
- Contact form
- rgwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- rgwealth.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $77.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026