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| RFP Financial Group LLC
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| CRD # | 293206 |
| SEC # | 801-112676 |
| CIK # | 0001956564 |
| AUM | 192.0 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-233-7272 |
| Address | 1380 W Paces Ferry Road NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.4 | ||
| Coca Cola Co | 9.9 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Microsoft Corp | 5.5 | ||
| Home Depot Inc | 4.8 | ||
| Johnson & Johnson | 3.7 | ||
| Alphabet Inc | 2.7 | ||
| Caterpillar Inc | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| Southern Co | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 33.9 |
| (b) Individuals (high net worth individuals) | 77 | 131.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 16.4 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 192.0 |
| By Discretionary | ||
| Discretionary | 644 | 192.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 644 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 644 | 192.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001956564] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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