RF
Rpa Financial, Llc
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 294105
· SEC file 801-113540
· San Rafael, CA
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ADV data as of Jun 29, 2026
- Regulatory AUM
- $10.9B
- Discretionary
- $8.9B
- Clients
- 339
- Avg AUM / client
- $32.1M
- Accounts
- 323
- Employees
- 12
AUM over time
$0
$14.4B
Jun 2018
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 339 | $10.9B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cosmo Charles Gould | Cco | May 2019 (7y) | Less than 5% | |
| White, Geoffrey, Robert | Ceo | Mar 2023 (3y) | Less than 5% | |
| Todd Everett Timmerman | Registered representative | Oct 2018 (8y) | ||
| Curtis Lee Knorr | Registered representative | CFA | Feb 2020 (6y) | |
| David John Witz | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Retirement Partners Llc | Managing Member, Sole Owner | Apr 2018 | A | 75% or more |
| Hub International Limited | Managing Member | Sep 2019 | B | ≈ 56.25% – 100% via Global Retirement Partners Llc |
| Hockey Intermediate Inc. | Shareholder | Oct 2013 | B | ≈ 42.19% – 100% via Hub International Limited |
| Hockey Parent Inc. | Shareholder | Oct 2013 | B | ≈ 31.64% – 100% via Hockey Intermediate Inc. |
| Hockey Parent Holdings L.P. | Shareholder | Oct 2013 | B | ≈ 23.73% – 100% via Hockey Parent Inc. |
| Hockey Investments L.P. | Limited Partner | Oct 2013 | B | ≈ 23.73% – 100% via Hockey Parent Inc. |
| Hockey Parent Holdings Gp, Llc | General Partner | Oct 2013 | B | ≈ 17.8% – 100% via Hockey Parent Holdings L.P. |
| Hockey Investments Gp, Llc | General Partner | Oct 2013 | B | GP / trustee / elected manager of Hockey Investments L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hub International Limited: 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hockey Intermediate Inc.: 75% – 100% of Hub International Limited × 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Hockey Parent Inc.: 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Hockey Parent Holdings L.P.: 75% – 100% of Hockey Parent Inc. × 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Hockey Investments L.P.: 75% – 100% of Hockey Parent Inc. × 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Hockey Parent Holdings Gp, Llc: 75% – 100% of Hockey Parent Holdings L.P. × 75% – 100% of Hockey Parent Inc. × 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% of Global Retirement Partners Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (89)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| White Space Design 401(k) Plan | White Space Design, Inc. | 0 | $0 | 01/01/2025 |
| Bestway Rental, Inc. 401(k) Plan | Bestway Rental, Inc. | 250 | $8.7M | 08/01/2024 |
| Switchpoint, Inc. 401(k) Plan | Friends Of Switchpoint, Inc. | 0 | $0 | 07/01/2024 |
| Fellowship Christian School 403 (B) Plan | Fellowship Christian School, Inc. | 368 | $6.8M | 07/01/2024 |
| Retirement Plan For The Employees Of Buffalo Valley, Inc. | Buffalo Valley, Inc. | 155 | $7.6M | 07/01/2024 |
| Viasat, Inc. 401(k) Profit Sharing Plan | Viasat, Inc. | 4,158 | $1.2B | 04/01/2024 |
| 603 Healthcare 401(k) Plan | 603 Healthcare Llc | 471 | $490K | 02/28/2024 |
| St. Johnsbury Automobile Company 401(k) P/S Trust | St. Johnsbury Subaru Llc | 62 | $5.7M | 01/01/2024 |
| Excel Electrical Technologies, Inc. 401(k) Retirement Plan | Excel Electrical Technologies, Inc. | 158 | $10.9M | 01/01/2024 |
| S&Me, Inc. 401(k) Plan | S&Me, Inc. | 1,041 | $118M | 01/01/2024 |
| Aspen Medical Products, Inc. 401(k) Plan | Aspen Medical Products, Inc. | 136 | $22.4M | 01/01/2024 |
| Williams Form Engineering Corporation 401(k) Plan | Williams Form Engineering Corporation | 277 | $25.7M | 01/01/2024 |
| Cardo Windows, Inc. 401 K Plan | Cardo Windows, Inc. | 0 | $0 | 01/01/2024 |
| Engaging Solutions 401(k) Plan For Mindful Stewardship And Abundance | Engaging Solutions, Llc | 72 | $1.2M | 01/01/2024 |
| Mountainone Financial, Inc 401(k) Plan | Mountainone Financial, Inc | 188 | $28.7M | 01/01/2024 |
| Adco Circuits, Inc. 401(k) Profit Sharing Plan | Adco Circuits, Inc. | 116 | $8.0M | 01/01/2024 |
| Regal Marine 401(k) Retirement Plan | Regal Marine Industries, Inc. | 649 | $30.1M | 01/01/2024 |
| Alliance Defending Freedom 401(k) Profit Sharing Plan | Alliance Defending Freedom | 383 | $31.1M | 01/01/2024 |
| Gentherm Retirement Savings Plan | Gentherm Incorporated | 502 | $61.8M | 01/01/2024 |
| Atlantic Corporation Of Wilmington, Inc. 401(k) Profit Sharing Plan | Atlantic Corporation Of Wilmington, Inc. | 1,144 | $178M | 01/01/2024 |
| Fast Switch Great Lakes Llc 401(k) Plan | Fast Switch Great Lakes Llc Dba Fasttek Global | 156 | $8.1M | 01/01/2024 |
| Mental Health Cooperative Retirement Plan | Mental Health Cooperative Inc. | 855 | $52.8M | 01/01/2024 |
| Dorfman Milano Company Voluntary Investment Plan | Dorfman Milano Company | 118 | $19.3M | 01/01/2024 |
| Jarrett Builders, Inc 401(k) Plan | Jarrett Builders, Inc | 275 | $2.6M | 01/01/2024 |
| Prefix Corporation 401(k) Profit Sharing Plan & Trust | Prefix Corporation | 175 | $10.0M | 01/01/2024 |
Top 25 of 89 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗