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Wrh Capital Management (Suwanee)


Wrh Capital Management is a large advisory firm based in Suwanee. It manages $37.95 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Georgia, and Texas.

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Wrh Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wrh Capital Management: assets under management

The assets under management (AUM) of Wrh Capital Management is $37.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wrh Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Suwanee

The principal office where Wrh Capital Management performs its advisory services is located at 5400 Laurel Springs Parkway, Suwanee, GA 30024, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678/341-1333 or by fax 678/341-1335. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wrhcapital.com.


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