RPA FINANCIAL, LLC

RPA FINANCIAL, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 294105). Regulatory assets under management: $10.9B.

Registration

• CRD: 294105
• SEC file number: 801-113540
• Type: Registered investment adviser
• Location: 4340 REDWOOD HIGHWAY, SUITE B60, SAN RAFAEL, CA, 94903
• Phone: 415-526-2753
• Latest filing: 2026-06-29
• Regulatory AUM: $10.9B
• Discretionary AUM: $8.9B
• Non-discretionary AUM: $2.0B
• Clients: 12
• Accounts: 323

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294105 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search