# RJR Financial Services

RJR Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 133700
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133700

## About

RJR FINANCIAL SERVICES is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $48 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Public Equities

## People

- Richard J. Roberts — Principal

## Questions

### Who runs investment decisions at RJR Financial Services?

Richard J. Roberts is the principal overseeing investment decisions. The office reflects a classic single-family model where a named family member retains final authority over asset allocation and manager selection, rather than delegating to a non-family CIO. No additional investment committee members or external advisors have been publicly identified.

### Does RJR Financial Services participate in fund commitments or only direct deals?

The firm allocates primarily through external fund commitments — including private credit funds, real estate partnerships, and hedge funds — rather than pursuing control-oriented direct deals. This posture is typical of family offices seeking diversification across asset managers without building an in-house operating platform. Select private equity fund commitments round out the portfolio.

## Related profiles

- [H/2 Capital Partners](https://altss.com/profile/h2-capital-partners)
- [Klimax Wealth Management](https://altss.com/profile/klimax-wealth-management-llc)

---

Last updated: 2026-07-06T01:24:24.400Z

Canonical page: https://altss.com/profile/rjr-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology