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| Happy Holidays!! thanks for using AUM13F!! |
| RFP Financial Group LLC
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| CRD # | 293206 |
| SEC # | 801-112676 |
| CIK # | 0001956564 |
| AUM | $361.9 M (2025-04-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 404-233-7272 |
| Address | 1380 W Paces Ferry Road NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001956564 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.6 | ||
| Microsoft Corp | 4.8 | ||
| Coca Cola Co | 4.6 | ||
| Home Depot Inc | 2.7 | ||
| Wal Mart Stores Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Southern Co | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 63.7 |
| (b) Individuals (high net worth individuals) | 132 | 263.5 |
| (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 | 19.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 0 | 14.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,500 | 361.9 |
| By Discretionary | ||
| Discretionary | 1,491 | 356.2 |
| Non-Discretionary | 9 | 5.6 |
| Total | 1,500 | 361.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.9 | |
| Total | 1,500 | 361.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001956564] |
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|---|---|---|
|
Capstone Wealth Management LLC
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|
AL | 0.4 |
|
MWM Group LLC
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NY | 0.4 |
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Seaside Wealth Management Inc
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CA | 0.4 |
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Womack Wealth Management Inc
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CA | 0.4 |
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Transce3Nd LLC
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TX | 0.4 |
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Ferguson Shapiro LLC
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GA | 0.4 |
|
Three Seasons Wealth
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UT | 0.4 |
|
Saiph Capital LLC
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|
NJ | 0.4 |
|
Burford Brothers Inc
✚
|
TX | 0.4 |
|
The Professional Financial Company LLC
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|
UT | 0.4 |