RF M&A Services LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 154250
- Registered since
- January 3, 2011
- Website
- www.blackarchpartners.com
Firm profile
FINTRXOverview
RF M&A Services LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is classified in FINTRX data as an investment bank rather than a capital allocator or discretionary asset manager. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not identify as an active ESG investor and is not flagged as a multi-state adviser, pension consultant, or related adviser. The data fields for business activities, advisory services, client base, and fee structure were not populated. Taken together with the classification as an investment bank and the explicit "Capital Allocator: No" flag, the available information points to a firm whose primary activities are likely transactional or advisory around M&A rather than traditional portfolio management.
Assets & Accounts
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
Owners & executives
1 of 1William Edwards
Chief Compliance OfficerCRD 4368899
Contacts
3 of 56
Michael Mazhari
DirectorCRD 6119937

Weston Staples
AssociateCRD 6823125

Joel Kallett
Co-Founder & Managing DirectorCRD 1845290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 227 W Trade St
- Time zone
- ET (UTC-5)
- Office locations
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