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RPA FINANCIAL, LLC
CRD 294105File 801-113540
APPROVED
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.88B
Top 10% of cohort (national)
Discretionary AUM
$8.85B
Non-discretionary $2.03B
Clients
339
323 accounts
Employees
12
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 5, 2018
- Principal office
- 4340 REDWOOD HIGHWAY, SUITE B60, SAN RAFAEL, CA, 94903
- Phone
- 415-526-2753
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.88B
- Discretionary AUM
- $8.85B
- Non-discretionary AUM
- $2.03B
- Discretionary accounts
- 293
- Non-discretionary accounts
- 30
- Total accounts
- 323
- AUM per client
- $32.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 339 | $10.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.