RFS Partners

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
18119
Registered since
August 7, 1986

Firm profile

FINTRX

Overview

RFS Partners is structured as a partnership and has been registered with the SEC since 1986. Public records identify its ownership as a mix of a domestic entity and an individual, but the firm’s regulatory classification is listed as unclassified. Available disclosures are limited: the firm reports that it is not a capital allocator, does not describe itself as an active ESG investor, and is not designated as a multi-state adviser. It is also marked as not newly formed, not a pension consultant, and not a related adviser. The firm has provided minimal detail about its business lines, client segments, fee arrangements, or specific advisory activities. Because those items are not disclosed, there is no clear public record of the types of clients served or the investment mandate the partnership follows.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Craig Callahan

    Chief Executive Officer & FounderCRD 872598

  • Stephen Rogers

    Stephen Rogers

    CEOCRD 2329685

  • Scott Callahan

    Scott Callahan

    Chief Investment Officer And Portfolio ManagerCRD 4912697

Contacts

3 of 29
  • Donovan Paul

    Donovan Paul

    Senior Vice PresidentCRD 1066240

  • Jason Shidler

    Jason Shidler

    DirectorCRD 3045843

  • Nicholas Griebenow

    Nicholas Griebenow

    Portfolio ManagerCRD 6165252

Unlock 26 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth