Rfk Capital Management

Financial planning in Sandy, UT

State registeredNo commissions reported

Call (801) 372-1446 Send a message Map ↗

Public-record details

Address: 9903 S. Pinehurst Drive, Sandy, UT 84092
Phone: (801) 372-1446
Listed under: Financial planning, Flat / fixed fees
Legal name: Rfk Capital Management, LLC
CRD number: 295075
Registration: State registered: UT
Compensation (Form ADV 5.E): Fixed fees; Other (One-Time, Project-Based Financial Advice.)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning
Clients reported (Form ADV 5.D): 96
Individual / high-net-worth clients: 2 / 94
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-08

State registered (UT) investment adviser, CRD 295075, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 295075 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sandy

Evergreen Capital Management, INC.7832 S. Carmel Pointe Ln. · Sandy, UT 84093 · (801) 750-3359 · % of assets managedCRD 129764 · % of assets · $9.0 million AUMState registeredNo commissions reported Harvest Lane Investment Partners, LLC.9065 S 1300 E · Sandy, UT 84094 · (801) 340-0545 · Financial planningCRD 340042 · % of assets, Hourly chargesState registeredNo commissions reported Net Worth Advisory Group, LLC75 W. Towne Ridge Parkway, Suite 460 · Sandy, UT 84070 · (801) 566-6639 · Financial planningCRD 126983 · % of assets, Hourly charges, Fixed fees · $838.4 million AUMSEC registeredNo commissions reported New Millennium Group10050 South State Street · Sandy, UT 84070 · (801) 446-9950 · Financial planningCRD 299249 · % of assets, Hourly charges, Fixed fees · $257.0 million AUMSEC registeredNo commissions reported Olympus Peaks Financial, LLC9035 S 1300 E Ste 120 · Sandy, UT 84094 · (801) 566-3510 · Financial planningCRD 283040 · % of assets, Hourly charges · $141.4 million AUMSEC registeredNo commissions reported Terrion Advisors, INC.8307 S. 700 E. · Sandy, UT 84070 · (801) 562-8844 · Financial planningCRD 145254 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported

All 7 in Sandy →