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RFK Capital Management
RFK Capital Management is the fee-only financial planning practice of Ryan Kelly, CFP®. It specializes in flat-fee, project-based financial advice and DIY...
Overview
RFK Capital Management is the fee-only financial planning practice of Ryan Kelly, CFP®. It specializes in flat-fee, project-based financial advice and DIY investing support for do-it-yourself investors. Clients include many physicians as well as retirees and a diverse range of other clients committed to low-cost, broadly diversified index fund investing.
General information
Firm type
RIA
Location
City
Sandy
Principals
Ryan Kelly
CFP®
Ryan Kelly
founder
Frequently asked questions
What assets does RFK Capital Management hold?
Public disclosures from Kennedy's 2024 presidential campaign listed real estate holdings, energy-related investments, and legal settlement income. No current portfolio holdings or allocation breakdown have been made public (per Federal Election Commission filings, 2023).
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