Rhame & Gorrell Wealth Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 837
- Avg AUM / client
- $1.6M
- Accounts
- 2,822
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 497 | $188M | 14.2% |
| High net worth individuals | 340 | $1.1B | 85.8% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Glynn Rhame | Managing Member | CFP | Apr 2016 (10y) | 75% or more |
| Thornton, Roland, Luciano | Chief Compliance Officer | Jan 2017 (10y) | Less than 5% | |
| Kyle Matthew Mcclain | Member | CFP | Oct 2017 (9y) | 5% – 10% |
| Kyle William Nickerson | Registered representative | CFP | Oct 2017 (9y) | |
| David Ryland Hunter | Registered representative | CFA | Dec 2018 (8y) | |
| Tyler Curtis Miller | Registered representative | CFP | Dec 2021 (5y) | |
| Brecklynn Michelle Williams | Registered representative | CFP | Dec 2021 (5y) | |
| Clayton Hostetter | Registered representative | CFP | Mar 2022 (4y) | |
| Cydney Pineda Nash | Registered representative | CFP | Nov 2023 (3y) | |
| Melissa Mc Cook Rudell | Registered representative | Nov 2024 (2y) | ||
| Timothy Lee Blanchard | Registered representative | CFP | Nov 2024 (2y) | |
| Cory Dennis Moscoso | Registered representative | Dec 2024 (2y) | ||
| Jack Weston Wood Freeman | Registered representative | CFP | Mar 2025 (1y) | |
| William Stephen Warren | Registered representative | Jun 2025 (1y) | ||
| John Alexander Geresi | Registered representative | Sep 2025 (1y) | ||
| Garett Steele | Registered representative | Nov 2025 (1y) | ||
| Austin Manning | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (84% of AUM) Jul 2026
- Fidelity Brokerage Services $213M (16% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗