RFK Capital Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Sandy, Utah
CRD number
295075
Fee structure
Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

RFK Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and offers financial planning as a core advisory service. Its billing is described as fixed fees with other fee arrangements possible. RFK is not identified as a multi-state adviser, is not active on ESG mandates, and does not operate as a capital allocator or pension consultant according to the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ryan Kelly

    Ryan Kelly

    Founder and PresidentCRD 5907617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sandy, UT

Salt Lake

Location

Sandy, UT

Headquartered in Sandy, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
9903 S Pinehurst Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth