# Research Financial Strategies

Research Financial Strategies is a Bank / Wealth / Trust based in Rockville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rockville, United States
- **Region:** North America
- **Address:** 2273 Research Blvd, Suite 101, Rockville, MD 20850, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** rfsadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/research-financial-strategies

## Regulatory record

- **CRD number:** 153247
- **SEC file number:** 801-71400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153247

## About

Research Financial Strategies was established in 1991 and operates from its Rockville, Maryland corporate headquarters, with additional advisor locations in Tysons Corner, Virginia; Bogart, Georgia; and two sites in Ohio. The firm is structured as a registered investment advisor with the Securities and Exchange Commission, providing fee-based financial planning and portfolio management to individuals, high-net-worth families, businesses, trusts, and endowments. The firm centers its strategy on a proprietary investment methodology that uses technical analysis to identify and hedge against stock-market drawdowns. While the firm does not publicly disclose its full asset mix, its published commentary reveals active management of growth-model portfolios composed primarily of exchange-traded funds. In a May 2026 client communication, the firm detailed current growth-model ETF positions, confirming tactical allocation across equity market segments. Service offerings extend to retirement planning, 401(k) management, and estate planning, with a client base concentrated in the greater Washington, D.C. metro area and select Midwestern and Southeastern states. Research Financial Strategies maintains a distributed team with five offices across four states. In May 2026, the firm updated clients on growth-model ETF holdings, reflecting an active tactical posture amid shifting market conditions. The firm does not publicize total assets under management or headcount, and its principal ownership is not disclosed. Client segments named on the firm's website include corporate executives, physicians, TSP participants, and business owners. The firm's structural differentiator lies in its explicit reliance on technical analysis as the core risk-management framework — an approach more commonly associated with trading desks than with traditional registered investment advisors. The 'education first' model further distinguishes it, as the firm commits to ensuring clients understand the tactical reasoning behind every position, effectively turning each advisory relationship into a running tutorial on downside protection.

## Offices

- Tysons Corner, VA, United States
- Bogart, GA, United States
- Chippewa Lake, OH, United States
- Akron, OH, United States

## Questions

### Who runs investment decisions at Research Financial Strategies?

The firm does not publicly name its founder, CEO, or chief investment officer. No investment committee members or principals are identified on the firm's website, LinkedIn, or in any sourced materials. All investment decisions are attributed institutionally to Research Financial Strategies rather than to any named individual.

### Does Research Financial Strategies manage direct investments in private companies or alternative assets?

No direct private-company or alternative-asset investments are disclosed. The firm's published portfolio commentary focuses exclusively on publicly traded ETFs covering equity markets. Client services listed on the website — retirement planning, 401(k) management, estate planning — center on traditional wealth-management functions without reference to private equity, venture capital, hedge funds, or real assets.

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Last updated: 2026-06-03T20:00:00.000Z

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