RIA · CRD 304422SEC-Registered

Updated:

Ronald L. Perkins DBA Perkins Financial

Perkins Financial is an RIA run by Ronald L. Perkins, with no website or LinkedIn presence. It has no publicly disclosed AUM or investment strategy.

Ronald L. Perkins DBA Perkins Financial

Ronald L. Perkins founded Perkins Financial, an SEC-registered investment advisor operating under his personal name. The firm's wealth origin is not publicly documented, and Perkins himself has no known prior firm affiliations or disclosed background in investment management. Perkins Financial's investment strategy is opaque: no asset-class mix, stage coverage, or fund structures are publicly available. The firm holds no claimed portfolio companies, deals, or co-investment relationships. Geographic footprint is limited to the United States, with no additional offices. Total deployment and team size are undisclosed. The firm maintains no known adjacent philanthropic or operating vehicles. No recent operational events are verifiable in the public record. The firm's structural differentiator is its obscurity — Perkins Financial operates as a sole proprietorship under its founder's name, with zero digital presence beyond SEC registration. This suggests a low-profile, potentially single-client or small-focus advisory practice. Succession and governance details are absent.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Principals

Ronald L. Perkins

Principal

Sector focus

Financial Services

Frequently asked questions

Who runs investment decisions at Perkins Financial?

Ronald L. Perkins is the sole named principal and likely makes all investment decisions, based on the firm's registration under his name (per SEC filings).

What is Perkins Financial's known investment approach?

No specific investment strategy has been publicly disclosed. The firm is registered as an RIA, implying a focus on advisory services, but asset mix, sector preferences, and stage coverage are unknown.

Where does the underlying wealth at Perkins Financial come from?

The origin of the capital managed by Perkins Financial is not disclosed in any public record.

Is Perkins Financial a single-family office or an RIA?

It operates as an SEC-registered RIA, not a family office. The firm is structured as a sole proprietorship under Ronald L. Perkins (per SEC registration data).

Does Perkins Financial invest in direct deals or funds?

No public information is available on whether Perkins Financial makes direct investments or fund commitments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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