AUMdb

Rfj Capital

SEC-registered Wealth Manager · Boutique (under $100M) CRD 338957 · SEC file 801-135131 · Santana De Parnaíba, São Paulo · www.deltacapitalpro.com
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$766K
Discretionary
$766K
Clients
6
Avg AUM / client
$128K
Accounts
6
Employees
2

AUM over time

$766K $1.9M
Dec 10, 2025 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $766K 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 913 KB 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

Services

  • Financial planning services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗