# RPA FINANCIAL, LLC

RPA FINANCIAL, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 294105
- Type: SEC-registered investment adviser
- SEC file number: 801-113540
- 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)

| Name | Role | Location |
| --- | --- | --- |
| White Robert | CEO | Long Beach, CA |
| Cosmo Charles Gould | CCO | — |
| Geoffrey Robert White | CEO | — |
| Scott Christopher Hauptmann | PRESIDENT | — |
| Melissa Rodriguez-Kirk | COO | — |
| GOULD COSMO CHARLES | CCO; CEO, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/294105/brochure
- Similar advisers: https://search.stillhousedata.com/firm/294105/similar
- Related entities: https://search.stillhousedata.com/firm/294105/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/294105

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.