RFS Partners

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
33
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

RFS Partners is recorded as a partnership that has been SEC-registered since 1986. The FINTRX snapshot classifies ownership as a combination of a domestic entity and an individual. The firm's profile is marked as "unclassified" rather than being placed into a common advisory category; it is not identified as a capital allocator, pension consultant, related adviser, or a newly formed adviser. The record also indicates RFS Partners is not an active ESG investor. The public record provided through FINTRX supplies limited detail on the firm's day‑to‑day advisory activities, client segments, fee model, or product emphasis. That lack of granular disclosure makes it difficult to characterize the firm’s service model (e.g., family office–style services versus retail wealth management) from the dataset alone.

Assets & Accounts

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 30
  • Donovan Paul

    Donovan Paul

    Senior Vice PresidentCRD 1066240

  • Jason Shidler

    Jason Shidler

    DirectorCRD 3045843

  • Nicholas Griebenow

    Nicholas Griebenow

    Portfolio ManagerCRD 6165252

Unlock 27 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