RJR FINANCIAL SERVICES

Overview

RJR Financial Services is a small, owner-operated advisory corporation that focuses on discretionary portfolio management for individuals and small businesses. The firm’s investment posture is equity‑centric, with a pronounced tilt toward non‑exchange traded equities. Fee arrangements include a percentage of AUM together with hourly and other fee options, which supports both ongoing portfolio management relationships and project or consulting engagements. RJR Financial Services does not position itself as an ESG investor and is not registered as a multi‑state adviser, indicating a primarily local or in‑state client footprint. The firm runs active discretionary mandates—their discretionary assets match their reported total assets—so investment decisions are implemented by the adviser rather than being purely advisory or model‑based. That active management style, combined with a concentrated use of unlisted equity instruments, suggests a preference for tailored, client‑specific portfolios rather than broad index replication.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices