R.H.S.C. Holdings, Inc. (Carmel)


R.H.S.C. Holdings, Inc. is an adviser based in Carmel. It manages $13.48 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, New Hampshire, Vermont, and Washington.

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R.H.S.C. Holdings provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R.H.S.C. Holdings: assets under management

The assets under management (AUM) of R.H.S.C. Holdings, Inc. is $13.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.68 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay R.H.S.C. Holdings, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at R.H.S.C. Holdings, Inc.

Bruce B. Lee has been acting as President since 1 Jun 1999. Oscar A. Silver joined the executive team most recently as the Vice President, Chief Operating Officer, Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Oscar A. Silver Vice president, chief operating officer, chief compliance officer 1 Jun 1999 25% - 50% 1267836
Matthew Cochrane King President, chief executive officer 1 Jun 1999 25% - 50% 1551276
Bruce B. Lee Director 1 Jun 1999 Other 5028118

Based in Carmel

The principal office where R.H.S.C. Holdings, Inc. performs its advisory services is located at 26524 Fisher Drive, Carmel, CA 93923 The mailing address of the firm is P.O. Box 221401, Carmel, CA 93923. An additional office of the firm is in Kew Gardens, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-626-6103 or by fax 831-626-6105. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.passivemomentum.com.