RFK Capital Management
Firm details
- Headquarters
- Sandy, Utah
- CRD number
- 295075
- Website
- rfkcapitalmanagement.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Ryan Kelly
Founder and PresidentCRD 5907617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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