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Part 2A of Form ADV: Firm Brochure Item 1: Cover Page February 2018RHS Financial, LLC 201 Mission Street, Suite 1875 San Francisco, CA 94105 www.rhsfinancial.com Firm Contact: Riley Sam's Chief Compliance
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01
To fill out Form ADV Part 2A, follow these steps:
02
Begin by providing the basic information about your firm, such as its name, address, and contact details.
03
Include information about the firm's ownership structure, including any affiliates or subsidiaries.
04
Disclose any disciplinary events or legal actions taken against your firm or its key personnel.
05
Provide details about the services offered by your firm, including any investment strategies or methods used.
06
Describe the qualifications and experience of your firm's key personnel, such as investment advisors or analysts.
07
Summarize your fee schedule and disclose any conflicts of interest that may exist.
08
Provide information about your firm's custody practices, including how client assets are safeguarded.
09
Disclose any financial industry affiliations or associations your firm may have.
10
Include any additional information that may be required by the form, such as previous filings or reports.
11
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authority.

Who needs form adv part 2a?

01
Form ADV Part 2A is needed by registered investment advisors (RIAs) who are required to provide clients with a written disclosure document. This form helps clients make informed decisions about whether to engage the services of an investment advisor.
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Form ADV Part 2A is a disclosure document that provides information about an investment advisor, including services offered, fees charged, disciplinary history, conflicts of interest, and more.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file Form ADV Part 2A.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide accurate and up-to-date information about their firm.
The purpose of Form ADV Part 2A is to help clients make informed decisions about hiring an investment advisor. It promotes transparency and disclosure of important information.
Form ADV Part 2A requires information about the advisor's business practices, fees, conflicts of interest, disciplinary history, key personnel, and more.
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