RJ Pace Financial

Overview

RJ Pace Financial is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and families. The firm operates as a limited liability company and is owner-operated rather than institutionally controlled. Its advisory offering is fee-based with a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, so clients can expect both ongoing portfolio management and project-based planning work. Investment activity is tilted toward equities: the firm reports a clear preference for exchange-traded equities as the primary vehicle for client portfolios. RJ Pace Financial does not identify as an active ESG investor and is not positioned as a capital allocator to third-party hedge or private equity managers. Advisory services emphasize individualized planning and portfolio construction for small-business owners and individuals rather than institutional or pension clients.

Assets & Accounts

Public Holdings

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Location & Offices