RF Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RF Capital Management provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, and businesses. The firm manages a small number of client relationships and reports approximately $815,952 in assets under management.
The firm employs a bottom‑up, fundamental value approach focused on long‑term capital appreciation, typically concentrating holdings in a relatively small number of stocks and maintaining a multi‑year investment horizon. Portfolios may include special‑situation and small‑cap or less liquid securities, and the adviser will implement client‑requested restrictions for ethical or faith‑based mandates.
A distinctive feature of the firm is its use of performance‑based compensation for eligible clients, structured with a high‑water‑mark provision—an arrangement that is uncommon among independent advisers and that the firm discloses can create incentives toward increased risk. Combined with a concentrated, value‑oriented strategy that may involve illiquid or microcap positions, this fee structure differentiates the firm from many similarly sized peers.
Client services
Expertise
Fee options
$0+: 2% annually for non-qualified clients $1,100,000+: 2% annually for qualified clients
20% of capital gains for qualified clients, subject to high-water mark and loss carryforward
Account minimum: $1,000,000
Main office
615 Las Tunas Drive, Suite 203
Arcadia CA 91007
Advisors at this office
1
Most active in
California
Also doing business as
Rf Capital Management · Rf Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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