RFS Partners
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 18119
- Registered since
- August 7, 1986
- Website
- rsfpartners.com
Firm profile
FINTRXOverview
RFS Partners is a partnership-style advisory firm first registered with the SEC in 1986. FINTRX identifies the ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified" in its snapshot, providing limited public detail about the firm's business model or client segments. The snapshot flags a number of negative/absence attributes rather than affirmative capabilities: RFS Partners is not listed as a capital allocator, not an active ESG investor, not a multi-state adviser in the FINTRX record, not newly formed, and not identified as a pension consultant or related adviser. Fields for client base, fee structure, business activities, and advisory activities are blank in the available dataset, so public-facing information about the firm’s investment approach, product mix, and fee arrangements is limited. FINTRX’s entry contains significant gaps on holdings, strategy, and client-facing services; anyone evaluating RFS Partners should plan to request primary disclosures (form ADV, offering materials, or direct conversations) to understand their client mix, investment process, and any use of alternatives or customized services.
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
3 of 3Craig Callahan
Chief Executive Officer & FounderCRD 872598

Stephen Rogers
CEOCRD 2329685

Scott Callahan
Chief Investment Officer And Portfolio ManagerCRD 4912697
Contacts
3 of 29
Donovan Paul
Senior Vice PresidentCRD 1066240

Jason Shidler
DirectorCRD 3045843

Nicholas Griebenow
Portfolio ManagerCRD 6165252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1401 Lawrence St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Macarthur Strategic Capital, LLC
Broker-DealerDenver, CO
Transamerica Capital, LLC
Broker-DealerDenver, CO
Hudsonwest LLC
Broker-DealerDenver, CO
Saints Advisors LLC
Broker-DealerDenver, CO
Bear Creek Securities LLC
Broker-DealerDenver, CO
W.G. Nielsen & Co
Broker-DealerDenver, CO