RF Capital Management
Firm details
- Headquarters
- Arcadia, California
- CRD number
- 289534
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.29%
- Individuals16.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RF Capital Management is a small, privately held LLC that provides discretionary portfolio management primarily for individuals, families and small businesses. Ownership is individual, and the firm charges both a percentage-of-assets fee and performance-based fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant in public filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Roger Fan
Founder & Chief Investment OfficerCRD 6840937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arcadia, CA
Los Angeles
Location
Arcadia, CA
Headquartered in Arcadia, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 615 Las Tunas Dr
- Time zone
- PT (UTC-8)
- Office locations
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