RF Capital Management
Firm details
- Headquarters
- Arcadia, California
- CRD number
- 289534
- Website
- www.rfcapitalmanagement.com
- 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, independently owned registered investment adviser structured as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges asset-based fees alongside the ability to assess performance-based fees. Its practice is discretionary, managing client assets directly rather than acting only in an advisory or referral capacity. The firm reports no active ESG investing program, does not operate as a multi-state adviser, and does not identify as a capital allocator, pension consultant, related adviser, or recently formed adviser. Ownership is individual, and the business model centers on traditional wealth-management activities rather than institutional consulting or wholesale third-party distribution.
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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