RFS Partners

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
18119
Registered since
August 7, 1986

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Craig Callahan

    Chief Executive Officer & FounderCRD 872598

  • Stephen Rogers

    Stephen Rogers

    CEOCRD 2329685

  • Scott Callahan

    Scott Callahan

    Chief Investment Officer And Portfolio ManagerCRD 4912697

Contacts

3 of 29
  • Donovan Paul

    Donovan Paul

    Senior Vice PresidentCRD 1066240

  • Jason Shidler

    Jason Shidler

    DirectorCRD 3045843

  • Nicholas Griebenow

    Nicholas Griebenow

    Portfolio ManagerCRD 6165252

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth