RFK CAPITAL MANAGEMENT

Overview

RFK Capital Management operates as an independent, individually owned registered investment adviser organized as a limited liability company. The firm’s stated advisory activity centers on financial planning for individuals and families and it charges fixed fees (and other non-AUM fee arrangements), indicating a service model focused on planning and advice rather than pure asset-based billing. RFK is not positioned as a capital allocator and does not identify as an active ESG investor. Its footprint is narrow: the firm is not registered as a multi-state adviser and does not act as a pension consultant. On the investment side, RFK leans on pooled public vehicles—primarily mutual funds—for client exposure to equities and fixed income, and uses third‑party alternative managers to gain real estate exposure. That mix suggests a portfolio construction approach that combines diversified, manager-driven public fund allocations with selective allocations to private real estate strategies to add diversification and income potential.

Assets & Accounts

Investments & Alternatives

Location & Offices