RFP Financial Group LLC
RFP Financial Group LLC is an independent investment adviser headquartered in Atlanta, Georgia. The firm, founded in 2015, provides portfolio management and investment advisory services to high-net-worth individuals and institutional clients. As a registered investment adviser, RFP Financial Group manages diversified portfolio strategies and emphasizes a client-centric approach. The firm operates with a small team of approximately five employees.
Investment Strategy
RFP Financial Group LLC primarily manages portfolios using a diversified, multi-asset approach, allocating across equities, fixed income, and ETFs. Based on recent SEC filings, the firm’s strategy incorporates both passive investments through major index ETFs and active selection among equities and bonds, aiming to balance growth and income, mitigate risk, and align allocations with each client’s financial objectives.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 21.42% | $51.9M | 471,667 | $109.97 | $109.97 | +$51.9M |
I IVV | ISHARES CORE S&P 500 ETF | 9.38% | $22.7M | 36,592 | $419.17 | $620.90 | +$1.5M |
A AAPL | APPLE INCORPORATED | 6.04% | $14.6M | 71,284 | $188.45 | $205.17 | -$2.1M |
I IXUS | ISHARES TR CORE MSCI | 5.27% | $12.8M | 164,979 | $59.37 | $77.31 | +$997.5K |
A AGG | ISHARES CORE US AGGREGATE BOND ETF | 4.62% | $11.2M | 112,731 | $96.93 | $99.20 | -$147.2K |