A complete list of active advisors currently associated with RF Capital Management
Warmer can help you find a great advisor at RF Capital Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at RF Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arcadia, CA
| 8
|
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