# RFK Capital Management

RFK Capital Management is a RIA based in Sandy.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sandy
- **Assets under management:** Undisclosed
- **Website:** https://rfkcapitalmanagement.com

## Regulatory record

- **CRD number:** 295075
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295075

## About

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.

## People

- Ryan Kelly — CFP®
- Ryan Kelly — founder

## 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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Last updated: 2026-08-11T15:07:57.118Z

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